Carson Wealth (CWM LLC)
WAY

Carson Wealth (CWM LLC)’s Waystar Holding Corp WAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14K Buy
341
+141
+71% +$5.79K ﹤0.01% 4129
2025
Q1 		$7K Buy
200
+75
+60% +$2.63K ﹤0.01% 4322
2024
Q4 		$5K Buy
+125
New +$5K ﹤0.01% 4253