Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Patria Investments PAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$123K Buy
2025
Q2 		$106K Buy
2025
Q1 		$58K Buy
2024
Q4 		$32K Buy
2024
Q3 		$24K Buy
2024
Q2 		$4K Sell
2024
Q1 		$7K Buy
2023
Q4 		$6K Buy
2023
Q3 		$0 Buy