Carson Wealth (CWM LLC)
TOWN icon

Carson Wealth (CWM LLC)’s Towne Bank TOWN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Buy
122,083
+118,402
+3,217% +$4.11M 0.01% 892
2025
Q4 		$123K Sell
3,681
-1,355
-27% -$45.6K ﹤0.01% 2914
2025
Q3 		$174K Buy
5,036
+2,831
+128% +$101K ﹤0.01% 2552
2025
Q2 		$75K Buy
2,205
+598
+37% +$19.9K ﹤0.01% 2957
2025
Q1 		$55K Buy
1,607
+137
+9% +$4.82K ﹤0.01% 2904
2024
Q4 		$50K Buy
1,470
+303
+26% +$10.5K ﹤0.01% 2804
2024
Q3 		$39K Buy
1,167
+521
+81% +$16.7K ﹤0.01% 2889
2024
Q2 		$18K Buy
646
+619
+2,293% +$16.7K ﹤0.01% 3198
2024
Q1 		$1K Hold
27
– – ﹤0.01% 4225
2023
Q4 		$1K Sell
27
-9
-25% -$233 ﹤0.01% 4052
2023
Q3 		$1K Buy
36
+8
+29% +$193 ﹤0.01% 4090
2023
Q2 		$1K Sell
28
-443
-94% -$10.6K ﹤0.01% 4083
2023
Q1 		$13K Sell
471
-578
-55% -$17.1K ﹤0.01% 2818
2022
Q4 		$32K Buy
1,049
+777
+286% +$24.1K ﹤0.01% 2047
2022
Q3 		$7K Buy
272
+50
+23% +$1.44K ﹤0.01% 2925
2022
Q2 		$6K Sell
222
-319
-59% -$9.11K ﹤0.01% 2929
2022
Q1 		$16K Buy
541
+529
+4,408% +$16.7K ﹤0.01% 2230
2021
Q4 		$0 Buy
+12
New +$382 ﹤0.01% 3650

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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM