Carson Wealth (CWM LLC)
STRM

Carson Wealth (CWM LLC)’s Streamline Health Solutions STRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-86
Closed – – 5531
2025
Q2 		$0 Hold
86
– – ﹤0.01% 5300
2025
Q1 		$0 Hold
86
– – ﹤0.01% 5198
2024
Q4 		$0 Sell
86
-1
-1% -$3 ﹤0.01% 5153
2024
Q3 		$0 Hold
87
– – ﹤0.01% 5137
2024
Q2 		$1K Hold
87
– – ﹤0.01% 4486
2024
Q1 		$1K Buy
+87
New +$601 ﹤0.01% 4219

Other funds holding STRM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STRM Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Streamline Health Solutions (STRM) in Q3 2025, closing a stake of 86 shares.

Carson Wealth (CWM LLC) first reported a position in STRM in Q1 2024 and held it in 6 quarters. The position peaked at $1K in Q2 2024. 1 fund tracked by Wall St. Rank holds STRM as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Streamline Health Solutions position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 86 Streamline Health Solutions shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Streamline Health Solutions in Q1 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Streamline Health Solutions position peaked at $1K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.