Carson Wealth (CWM LLC)
SERV

Carson Wealth (CWM LLC)’s Serve Robotics SERV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.68K Sell
673
-2,766
-80% -$29.9K ﹤0.01% 4978
2025
Q4 		$36K Buy
3,439
+2,879
+514% +$34.6K ﹤0.01% 3840
2025
Q3 		$7K Sell
560
-540
-49% -$5.92K ﹤0.01% 4645
2025
Q2 		$13K Hold
1,100
– – ﹤0.01% 4186
2025
Q1 		$6K Buy
1,100
+1,000
+1,000% +$13.1K ﹤0.01% 4415
2024
Q4 		$1K Buy
+100
New +$1.05K ﹤0.01% 4852

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