Carson Wealth (CWM LLC)
SDGR icon

Carson Wealth (CWM LLC)’s Schrodinger SDGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
24,688
+18,737
+315% +$259K ﹤0.01% 2430
2025
Q4 		$106K Buy
5,951
+5,531
+1,317% +$105K ﹤0.01% 3016
2025
Q3 		$8K Sell
420
-70
-14% -$1.41K ﹤0.01% 4584
2025
Q2 		$10K Sell
490
-276
-36% -$6.3K ﹤0.01% 4310
2025
Q1 		$15K Buy
766
+175
+30% +$3.94K ﹤0.01% 3885
2024
Q4 		$11K Sell
591
-207
-26% -$4.02K ﹤0.01% 3828
2024
Q3 		$15K Buy
798
+153
+24% +$3.14K ﹤0.01% 3556
2024
Q2 		$12K Sell
645
-135
-17% -$3.11K ﹤0.01% 3453
2024
Q1 		$21K Buy
780
+126
+19% +$3.52K ﹤0.01% 2888
2023
Q4 		$23K Buy
654
+12
+2% +$348 ﹤0.01% 2703
2023
Q3 		$18K Sell
642
-118
-16% -$4.75K ﹤0.01% 2759
2023
Q2 		$38K Buy
760
+120
+19% +$4.05K ﹤0.01% 2189
2023
Q1 		$17K Hold
640
– – ﹤0.01% 2629
2022
Q4 		$12K Buy
640
+598
+1,424% +$12.4K ﹤0.01% 2715
2022
Q3 		$1K Hold
42
– – ﹤0.01% 3753
2022
Q2 		$1K Buy
42
+37
+740% +$994 ﹤0.01% 3630
2022
Q1 		$0 Hold
5
– – ﹤0.01% 3835
2021
Q4 		$0 Buy
+5
New +$228 ﹤0.01% 3632

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