Carson Wealth (CWM LLC)
TDW icon

Carson Wealth (CWM LLC)’s Tidewater TDW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.6K Buy
905
+16
+2% +$1.11K ﹤0.01% 3494
2025
Q4 		$45K Sell
889
-108
-11% -$5.7K ﹤0.01% 3682
2025
Q3 		$53K Buy
997
+70
+8% +$3.84K ﹤0.01% 3491
2025
Q2 		$43K Buy
927
+422
+84% +$17.1K ﹤0.01% 3402
2025
Q1 		$21K Sell
505
-469
-48% -$23.3K ﹤0.01% 3652
2024
Q4 		$53K Buy
974
+573
+143% +$32.6K ﹤0.01% 2760
2024
Q3 		$29K Sell
401
-67
-14% -$5.84K ﹤0.01% 3129
2024
Q2 		$45K Buy
468
+125
+36% +$12.3K ﹤0.01% 2548
2024
Q1 		$32K Buy
343
+83
+32% +$6.19K ﹤0.01% 2609
2023
Q4 		$19K Sell
260
-61
-19% -$3.95K ﹤0.01% 2817
2023
Q3 		$23K Buy
321
+49
+18% +$3.09K ﹤0.01% 2613
2023
Q2 		$15K Buy
272
+25
+10% +$1.15K ﹤0.01% 2838
2023
Q1 		$11K Buy
247
+55
+29% +$2.36K ﹤0.01% 2907
2022
Q4 		$7K Hold
192
– – ﹤0.01% 3033
2022
Q3 		$4K Buy
+192
New +$4.09K ﹤0.01% 3222

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return