Carson Wealth (CWM LLC)
S icon

Carson Wealth (CWM LLC)’s SentinelOne S Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Buy
448,077
+316,489
+241% +$4.39M 0.02% 744
2025
Q4 		$1.97M Buy
131,588
+95,921
+269% +$1.57M 0.01% 1157
2025
Q3 		$628K Sell
35,667
-26,177
-42% -$470K ﹤0.01% 1676
2025
Q2 		$1.13M Buy
61,844
+26,370
+74% +$482K ﹤0.01% 1186
2025
Q1 		$645K Buy
35,474
+9,397
+36% +$204K ﹤0.01% 1351
2024
Q4 		$579K Sell
26,077
-2,037
-7% -$52K ﹤0.01% 1322
2024
Q3 		$672K Buy
28,114
+22,394
+392% +$506K ﹤0.01% 1200
2024
Q2 		$120K Buy
5,720
+3,936
+221% +$80.7K ﹤0.01% 1858
2024
Q1 		$42K Sell
1,784
-139
-7% -$3.63K ﹤0.01% 2419
2023
Q4 		$53K Sell
1,923
-11
-0.6% -$213 ﹤0.01% 2145
2023
Q3 		$33K Sell
1,934
-35
-2% -$553 ﹤0.01% 2350
2023
Q2 		$30K Buy
1,969
+718
+57% +$12.1K ﹤0.01% 2376
2023
Q1 		$20K Sell
1,251
-835
-40% -$12.6K ﹤0.01% 2524
2022
Q4 		$30K Buy
2,086
+1,707
+450% +$31.6K ﹤0.01% 2087
2022
Q3 		$10K Buy
379
+68
+22% +$1.78K ﹤0.01% 2697
2022
Q2 		$7K Buy
+311
New +$8.73K ﹤0.01% 2824
2022
Q1 		– Sell
-250
Closed -$13K – 3830
2021
Q4 		$13K Buy
+250
New +$14.7K ﹤0.01% 2217

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