Carson Wealth (CWM LLC)’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
15,578
+7,323
| +89% | +$624K | ﹤0.01% | 1380 |
|
|
2025
Q4 | $661K | Sell |
8,255
-147
| -2% | -$11.8K | ﹤0.01% | 1752 |
|
|
2025
Q3 | $658K | Buy |
8,402
+1,439
| +21% | +$112K | ﹤0.01% | 1639 |
|
|
2025
Q2 | $518K | Buy |
6,963
+4,417
| +173% | +$318K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $183K | Sell |
2,546
-292
| -10% | -$21.6K | ﹤0.01% | 1982 |
|
|
2024
Q4 | $201K | Sell |
2,838
-14
| -0.5% | -$1.04K | ﹤0.01% | 1821 |
|
|
2024
Q3 | $210K | Buy |
2,852
+915
| +47% | +$66.1K | ﹤0.01% | 1732 |
|
|
2024
Q2 | $136K | Buy |
1,937
+34
| +2% | +$2.55K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $145K | Buy |
1,903
+8
| +0.4% | +$518 | ﹤0.01% | 1676 |
|
|
2023
Q4 | $120K | Sell |
1,895
-211
| -10% | -$12.7K | ﹤0.01% | 1648 |
|
|
2023
Q3 | $127K | Buy |
2,106
+108
| +5% | +$6.89K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $127K | Sell |
1,998
-157
| -7% | -$9.29K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $135K | Buy |
2,155
+232
| +12% | +$14.8K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $119K | Sell |
1,923
-12
| -0.6% | -$816 | ﹤0.01% | 1303 |
|
|
2022
Q3 | $135K | Buy |
1,935
+220
| +13% | +$17.8K | ﹤0.01% | 1211 |
|
|
2022
Q2 | $149K | Sell |
1,715
-125
| -7% | -$11K | ﹤0.01% | 1161 |
|
|
2022
Q1 | $144K | Hold |
1,840
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q4 | $129K | Buy |
+1,840
| New | +$127K | ﹤0.01% | 1203 |
|
|
2021
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2020
Q4 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2020
Q3 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2020
Q1 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2019
Q4 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2019
Q3 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2019
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 906 |
|
|
2019
Q1 | $201K | Buy |
+3,038
| New | +$243K | ﹤0.01% | 906 |
|
|
2017
Q3 | – | Sell |
-354
| Closed | -$26K | – | 1559 |
|
|
2017
Q2 | $26K | Buy |
354
+33
| +10% | +$2.64K | ﹤0.01% | 593 |
|
|
2017
Q1 | $27K | Buy |
+321
| New | +$26.2K | ﹤0.01% | 556 |
|
Other funds holding SWX
CM
MC
Carson Wealth (CWM LLC)'s SWX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Southwest Gas (SWX) stake by 89% in Q1 2026, buying an estimated $624K and bringing the position to 15,578 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.
Carson Wealth (CWM LLC) first reported a position in SWX in Q1 2017 and has held it in 30 quarters since. 397 funds tracked by Wall St. Rank hold SWX as of Q1 2026.
- Carson Wealth (CWM LLC) held 15,578 shares of Southwest Gas worth $1.35M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,323 Southwest Gas shares in Q1 2026, an estimated $624K.
- Southwest Gas made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1380 holding.
- Carson Wealth (CWM LLC) first reported a position in Southwest Gas in Q1 2017 and has held it in 30 quarters since.
- 397 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.