Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Xeris Biopharma Holdings XERS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$451K Buy
2025
Q2 		$257K Sell
2025
Q1 		$368K Buy
2024
Q4 		$127K Buy
2024
Q3 		$97K Buy
2024
Q2 		$40K Buy
2024
Q1 		$29K Buy
2023
Q4 		$0 Buy