Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rubrik RBRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RBRK Stock Details RBRK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$152K Buy
1,695
+644
+61% +$57.8K ﹤0.01% 2400
2025
Q1 		$64K Buy
1,051
+776
+282% +$47.3K ﹤0.01% 2772
2024
Q4 		$18K Sell
275
-9
-3% -$589 ﹤0.01% 3530
2024
Q3 		$9K Buy
+284
New +$9K ﹤0.01% 3862