Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Perimeter Solutions PRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$130K Sell
2025
Q2 		$84K Sell
2025
Q1 		$105K Sell
2024
Q4 		$166K Buy
2024
Q3 		$165K Buy
2024
Q2 		$78K Buy
2024
Q1 		$71K Buy
2023
Q4 		$44K Buy