Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17K Sell
604
-22
-4% -$619 ﹤0.01% 4008
2025
Q1 		$17K Buy
626
+149
+31% +$4.05K ﹤0.01% 3806
2024
Q4 		$15K Sell
477
-44
-8% -$1.38K ﹤0.01% 3632
2024
Q3 		$13K Buy
+521
New +$13K ﹤0.01% 3637