Carson Wealth (CWM LLC)
VEL icon

Carson Wealth (CWM LLC)’s Velocity Financial VEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$38K Sell
2025
Q2 		$84K Sell
2025
Q1 		$103K Buy
2024
Q4 		$91K Buy
2024
Q3 		$81K Buy
2024
Q2 		$1K Buy
2024
Q1 		$0 Buy