Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Worthington Steel WS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$58K Buy
2025
Q2 		$42K Sell
2025
Q1 		$55K Buy
2024
Q4 		$29K Sell
2024
Q3 		$33K Sell
2024
Q2 		$34K Buy
2024
Q1 		$4K Buy
2023
Q4 		$2K Buy