Carson Wealth (CWM LLC)
SASR

Carson Wealth (CWM LLC)’s Sandy Spring Bancorp Inc SASR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,542
Closed -$211K – 5387
2025
Q1 		$211K Buy
7,542
+376
+5% +$12K ﹤0.01% 1894
2024
Q4 		$242K Buy
7,166
+80
+1% +$2.79K ﹤0.01% 1711
2024
Q3 		$222K Buy
7,086
+1,525
+27% +$45.1K ﹤0.01% 1705
2024
Q2 		$135K Buy
5,561
+2,073
+59% +$46K ﹤0.01% 1798
2024
Q1 		$81K Buy
3,488
+995
+40% +$23.4K ﹤0.01% 2011
2023
Q4 		$68K Buy
2,493
+276
+12% +$6.23K ﹤0.01% 1999
2023
Q3 		$48K Buy
2,217
+512
+30% +$11.7K ﹤0.01% 2095
2023
Q2 		$39K Buy
1,705
+469
+38% +$10.8K ﹤0.01% 2174
2023
Q1 		$32K Sell
1,236
-97
-7% -$3.12K ﹤0.01% 2196
2022
Q4 		$47K Sell
1,333
-3,427
-72% -$120K ﹤0.01% 1787
2022
Q3 		$168K Sell
4,760
-6
-0.1% -$237 ﹤0.01% 1123
2022
Q2 		$186K Sell
4,766
-568
-11% -$23.2K ﹤0.01% 1072
2022
Q1 		$240K Buy
5,334
+645
+14% +$30.4K ﹤0.01% 965
2021
Q4 		$225K Buy
+4,689
New +$227K ﹤0.01% 974
2021
Q2 		$203K Hold
4,609
– – ﹤0.01% 901
2021
Q1 		$203K Hold
4,609
– – ﹤0.01% 901
2020
Q4 		$203K Hold
4,609
– – ﹤0.01% 901
2020
Q3 		$203K Hold
4,609
– – ﹤0.01% 901
2020
Q2 		$203K Hold
4,609
– – ﹤0.01% 901
2020
Q1 		$203K Hold
4,609
– – ﹤0.01% 901
2019
Q4 		$203K Hold
4,609
– – ﹤0.01% 901
2019
Q3 		$203K Hold
4,609
– – ﹤0.01% 901
2019
Q2 		$203K Hold
4,609
– – ﹤0.01% 901
2019
Q1 		$203K Buy
4,609
+3,598
+356% +$119K ﹤0.01% 901
2018
Q4 		$32K Buy
1,011
+8
+0.8% +$282 ﹤0.01% 1002
2018
Q3 		$39K Buy
1,003
+7
+0.7% +$280 ﹤0.01% 799
2018
Q2 		$41K Buy
996
+6
+0.6% +$245 ﹤0.01% 678
2018
Q1 		$38K Buy
990
+7
+0.7% +$273 ﹤0.01% 605
2017
Q4 		$38K Hold
983
– – ﹤0.01% 577
2017
Q3 		$41K Hold
983
– – ﹤0.01% 556
2017
Q2 		$40K Buy
+983
New +$40.1K ﹤0.01% 507

Other funds holding SASR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SASR Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 7,542 shares — an estimated $211K sold.

Carson Wealth (CWM LLC) first reported a position in SASR in Q2 2017 and held it in 31 quarters. The position peaked at $242K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7,542 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $211K.
  • Carson Wealth (CWM LLC) first reported a position in Sandy Spring Bancorp Inc in Q2 2017 and held it in 31 quarters.
  • Carson Wealth (CWM LLC)'s Sandy Spring Bancorp Inc position peaked at $242K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.