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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$33K Buy
2025
Q2 		$41K Buy
2025
Q1 		$3K Buy
2024
Q4 		$3K Buy
2024
Q3 		$2K Buy