Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sable Offshore Corp SOC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$41K Buy
1,867
+1,730
+1,263% +$38K ﹤0.01% 3438
2025
Q1 		$3K Buy
137
+26
+23% +$569 ﹤0.01% 4697
2024
Q4 		$3K Buy
111
+16
+17% +$432 ﹤0.01% 4474
2024
Q3 		$2K Buy
+95
New +$2K ﹤0.01% 4482