Carson Wealth (CWM LLC)’s Primo Water Corporation PRMW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRMW Stock Details PRMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,310	Closed	-$84K	–	5260
2024 Q3	$84K	Buy	3,310 +792	+31%	+$17.7K	﹤0.01%	2313
2024 Q2	$55K	Buy	2,518 +134	+6%	+$2.75K	﹤0.01%	2423
2024 Q1	$43K	Buy	2,384 +631	+36%	+$9.93K	﹤0.01%	2407
2023 Q4	$26K	Buy	1,753 +313	+22%	+$4.47K	﹤0.01%	2615
2023 Q3	$20K	Buy	1,440 +692	+93%	+$9.89K	﹤0.01%	2700
2023 Q2	$9K	Buy	748 +312	+72%	+$4.37K	﹤0.01%	3172
2023 Q1	$7K	Sell	436 -1,821	-81%	-$27.9K	﹤0.01%	3178
2022 Q4	$35K	Buy	2,257 +1,913	+556%	+$27.8K	﹤0.01%	1987
2022 Q3	$4K	Buy	344 +74	+27%	+$991	﹤0.01%	3242
2022 Q2	$4K	Buy	270 +19	+8%	+$267	﹤0.01%	3144
2022 Q1	$4K	Buy	+251	New	+$3.93K	﹤0.01%	2980

Other funds holding PRMW

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PRMW Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Primo Water Corporation (PRMW) in Q4 2024, closing a stake of 3,310 shares — an estimated $84K sold.

Carson Wealth (CWM LLC) first reported a position in PRMW in Q1 2022 and held it in 11 quarters. The position peaked at $84K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRMW as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Primo Water Corporation position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,310 Primo Water Corporation shares in Q4 2024, an estimated $84K.
Carson Wealth (CWM LLC) first reported a position in Primo Water Corporation in Q1 2022 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Primo Water Corporation position peaked at $84K in Q3 2024.
1 fund tracked by Wall St. Rank held Primo Water Corporation as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.