Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s USCB Financial Holdings USCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USCB Stock Details USCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4K Buy
222
+59
+36% +$1.06K ﹤0.01% 4714
2025
Q1 		$3K Buy
163
+53
+48% +$975 ﹤0.01% 4687
2024
Q4 		$2K Buy
110
+15
+16% +$273 ﹤0.01% 4620
2024
Q3 		$1K Buy
95
+64
+206% +$674 ﹤0.01% 4734
2024
Q2 		$0 Buy
+31
New – ﹤0.01% 4961