Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s TWFG Inc TWFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWFG Stock Details TWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19K	Sell
2025 Q2	$35K	Hold
2025 Q1	$31K	Hold
2024 Q4	$31K	Hold
2024 Q3	$27K	Buy