Carson Wealth (CWM LLC)
PRPL icon

Carson Wealth (CWM LLC)’s Purple Innovation PRPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRPL Stock Details PRPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Sell
32
-38
-54% -$27 ﹤0.01% 5630
2025
Q4 		$0 Sell
70
-98
-58% -$78 ﹤0.01% 5584
2025
Q3 		$0 Sell
168
-3,557
-95% -$3.33K ﹤0.01% 5482
2025
Q2 		$3K Buy
3,725
+177
+5% +$130 ﹤0.01% 4802
2025
Q1 		$3K Buy
3,548
+3,080
+658% +$2.84K ﹤0.01% 4670
2024
Q4 		$0 Buy
468
+293
+167% +$265 ﹤0.01% 5101
2024
Q3 		$0 Buy
175
+116
+197% +$134 ﹤0.01% 5080
2024
Q2 		$0 Buy
59
+39
+195% +$55 ﹤0.01% 4870
2024
Q1 		$0 Buy
20
+3
+18% +$4 ﹤0.01% 4661
2023
Q4 		$0 Hold
17
– – ﹤0.01% 4438
2023
Q3 		$0 Hold
17
– – ﹤0.01% 4466
2023
Q2 		$0 Sell
17
-1
-6% -$3 ﹤0.01% 4405
2023
Q1 		$0 Hold
18
– – ﹤0.01% 4283
2022
Q4 		$0 Hold
18
– – ﹤0.01% 4192
2022
Q3 		$0 Sell
18
-156
-90% -$542 ﹤0.01% 4129
2022
Q2 		$1K Buy
174
+157
+924% +$730 ﹤0.01% 3603
2022
Q1 		$0 Hold
17
– – ﹤0.01% 3805
2021
Q4 		$0 Buy
+17
New +$263 ﹤0.01% 3618

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VCM
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DAS
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AFM
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