Carson Wealth (CWM LLC)
SSP icon

Carson Wealth (CWM LLC)’s E.W. Scripps SSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSP Stock Details SSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.1K Sell
13,733
-436
-3% -$1.61K ﹤0.01% 3805
2025
Q4 		$57K Sell
14,169
-862
-6% -$2.9K ﹤0.01% 3506
2025
Q3 		$37K Sell
15,031
-540
-3% -$1.66K ﹤0.01% 3756
2025
Q2 		$46K Sell
15,571
-7,290
-32% -$17.6K ﹤0.01% 3356
2025
Q1 		$68K Sell
22,861
-3,857
-14% -$8.44K ﹤0.01% 2726
2024
Q4 		$59K Buy
26,718
+9,983
+60% +$23.1K ﹤0.01% 2681
2024
Q3 		$38K Buy
16,735
+2,526
+18% +$6.47K ﹤0.01% 2913
2024
Q2 		$45K Buy
14,209
+13,908
+4,621% +$44K ﹤0.01% 2547
2024
Q1 		$1K Sell
301
-350
-54% -$2.1K ﹤0.01% 4216
2023
Q4 		$5K Buy
651
+50
+8% +$336 ﹤0.01% 3546
2023
Q3 		$3K Sell
601
-502
-46% -$4.17K ﹤0.01% 3707
2023
Q2 		$10K Buy
1,103
+797
+260% +$6.72K ﹤0.01% 3102
2023
Q1 		$3K Sell
306
-211
-41% -$2.66K ﹤0.01% 3568
2022
Q4 		$7K Sell
517
-150
-22% -$2.06K ﹤0.01% 3031
2022
Q3 		$8K Buy
667
+459
+221% +$6.5K ﹤0.01% 2849
2022
Q2 		$3K Sell
208
-301
-59% -$4.81K ﹤0.01% 3241
2022
Q1 		$11K Buy
+509
New +$10.8K ﹤0.01% 2441

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PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return