Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s StoneX SNEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
1,310
+33
+3% +$2.5K ﹤0.01% 3219
2025
Q4 		$81K Sell
1,277
-105
-8% -$6.6K ﹤0.01% 3223
2025
Q3 		$93K Buy
1,382
+89
+7% +$5.67K ﹤0.01% 3039
2025
Q2 		$79K Buy
1,293
+81
+7% +$4.57K ﹤0.01% 2917
2025
Q1 		$62K Buy
1,212
+193
+19% +$9.71K ﹤0.01% 2799
2024
Q4 		$44K Buy
1,019
+148
+17% +$6.21K ﹤0.01% 2901
2024
Q3 		$32K Buy
871
+245
+39% +$8.67K ﹤0.01% 3058
2024
Q2 		$21K Buy
626
+111
+22% +$3.55K ﹤0.01% 3091
2024
Q1 		$16K Buy
515
+22
+4% +$660 ﹤0.01% 3057
2023
Q4 		$16K Sell
493
-47
-9% -$1.34K ﹤0.01% 2921
2023
Q3 		$16K Hold
540
– – ﹤0.01% 2848
2023
Q2 		$13K Sell
540
-142
-21% -$3.8K ﹤0.01% 2936
2023
Q1 		$21K Sell
682
-172
-20% -$4.91K ﹤0.01% 2482
2022
Q4 		$24K Buy
854
+419
+96% +$11.6K ﹤0.01% 2248
2022
Q3 		$11K Buy
435
+162
+59% +$4.16K ﹤0.01% 2644
2022
Q2 		$6K Buy
273
+54
+25% +$1.17K ﹤0.01% 2922
2022
Q1 		$5K Hold
219
– – ﹤0.01% 2872
2021
Q4 		$4K Buy
+219
New +$4.3K ﹤0.01% 2884

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