Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bristow Group VTOL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Buy
8,496
+784
+10% +$34.4K ﹤0.01% 2183
2025
Q4 		$282K Sell
7,712
-803
-9% -$30.2K ﹤0.01% 2300
2025
Q3 		$307K Buy
8,515
+7,164
+530% +$263K ﹤0.01% 2114
2025
Q2 		$45K Buy
1,351
+913
+208% +$27.5K ﹤0.01% 3369
2025
Q1 		$14K Hold
438
– – ﹤0.01% 3931
2024
Q4 		$15K Buy
438
+34
+8% +$1.2K ﹤0.01% 3646
2024
Q3 		$14K Buy
404
+279
+223% +$10.1K ﹤0.01% 3603
2024
Q2 		$4K Buy
125
+15
+14% +$465 ﹤0.01% 4013
2024
Q1 		$3K Sell
110
-66
-38% -$1.76K ﹤0.01% 3902
2023
Q4 		$5K Sell
176
-48
-21% -$1.3K ﹤0.01% 3557
2023
Q3 		$6K Hold
224
– – ﹤0.01% 3407
2023
Q2 		$6K Buy
224
+37
+20% +$883 ﹤0.01% 3393
2023
Q1 		$4K Buy
187
+7
+4% +$186 ﹤0.01% 3437
2022
Q4 		$5K Buy
180
+79
+78% +$2.06K ﹤0.01% 3234
2022
Q3 		$2K Hold
101
– – ﹤0.01% 3557
2022
Q2 		$2K Buy
+101
New +$2.98K ﹤0.01% 3432

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ECP
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VCM
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TCA
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American Century Companies
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