Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s US Steel X Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,090
Closed -$215K – 5335
2025
Q1 		$215K Buy
5,090
+2,588
+103% +$97.9K ﹤0.01% 1878
2024
Q4 		$85K Sell
2,502
-1,173
-32% -$43.3K ﹤0.01% 2397
2024
Q3 		$130K Sell
3,675
-181
-5% -$6.89K ﹤0.01% 2022
2024
Q2 		$146K Buy
3,856
+1,360
+54% +$51.9K ﹤0.01% 1757
2024
Q1 		$102K Buy
2,496
+133
+6% +$6.08K ﹤0.01% 1876
2023
Q4 		$115K Sell
2,363
-465
-16% -$16.9K ﹤0.01% 1675
2023
Q3 		$92K Buy
2,828
+957
+51% +$26.8K ﹤0.01% 1691
2023
Q2 		$47K Buy
1,871
+48
+3% +$1.12K ﹤0.01% 2049
2023
Q1 		$48K Buy
1,823
+141
+8% +$3.92K ﹤0.01% 1902
2022
Q4 		$42K Buy
1,682
+352
+26% +$8.12K ﹤0.01% 1850
2022
Q3 		$24K Buy
1,330
+197
+17% +$4.21K ﹤0.01% 2122
2022
Q2 		$20K Buy
1,133
+30
+3% +$820 ﹤0.01% 2129
2022
Q1 		$42K Buy
1,103
+207
+23% +$5.6K ﹤0.01% 1684
2021
Q4 		$21K Buy
+896
New +$21.1K ﹤0.01% 1976
2021
Q2 		$176K Hold
7,347
– – ﹤0.01% 942
2021
Q1 		$176K Hold
7,347
– – ﹤0.01% 942
2020
Q4 		$176K Hold
7,347
– – ﹤0.01% 942
2020
Q3 		$176K Hold
7,347
– – ﹤0.01% 942
2020
Q2 		$176K Hold
7,347
– – ﹤0.01% 942
2020
Q1 		$176K Hold
7,347
– – ﹤0.01% 942
2019
Q4 		$176K Hold
7,347
– – ﹤0.01% 942
2019
Q3 		$176K Hold
7,347
– – ﹤0.01% 942
2019
Q2 		$176K Hold
7,347
– – ﹤0.01% 942
2019
Q1 		$176K Buy
7,347
+5,339
+266% +$114K ﹤0.01% 942
2018
Q4 		$37K Hold
2,008
– – ﹤0.01% 960
2018
Q3 		$61K Hold
2,008
– – ﹤0.01% 711
2018
Q2 		$70K Hold
2,008
– – ﹤0.01% 577
2018
Q1 		$71K Hold
2,008
– – ﹤0.01% 500
2017
Q4 		$71K Hold
2,008
– – ﹤0.01% 475
2017
Q3 		$52K Hold
2,008
– – ﹤0.01% 514
2017
Q2 		$44K Hold
2,008
– – ﹤0.01% 500
2017
Q1 		$68K Hold
2,008
– – ﹤0.01% 404
2016
Q4 		$66K Hold
2,008
– – ﹤0.01% 406
2016
Q3 		$38K Buy
+2,008
New +$41.4K ﹤0.01% 463
2014
Q1 		– Sell
-95
Closed -$3K – 504
2013
Q4 		$3K Buy
+95
New +$2.45K ﹤0.01% 576

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s X Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of US Steel (X) in Q2 2025, closing a stake of 5,090 shares — an estimated $215K sold.

Carson Wealth (CWM LLC) first reported a position in X in Q4 2013 and held it in 35 quarters. The position peaked at $215K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,090 US Steel shares in Q2 2025, an estimated $215K.
  • Carson Wealth (CWM LLC) first reported a position in US Steel in Q4 2013 and held it in 35 quarters.
  • Carson Wealth (CWM LLC)'s US Steel position peaked at $215K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.