Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Yeti Holdings YETI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Buy
11,542
+141
+1% +$6.2K ﹤0.01% 2133
2025
Q4 		$504K Buy
11,401
+68
+0.6% +$2.62K ﹤0.01% 1913
2025
Q3 		$376K Sell
11,333
-1,848
-14% -$64.6K ﹤0.01% 1960
2025
Q2 		$415K Sell
13,181
-30,666
-70% -$920K ﹤0.01% 1677
2025
Q1 		$1.45M Buy
43,847
+41,443
+1,724% +$1.5M 0.01% 952
2024
Q4 		$93K Sell
2,404
-2,721
-53% -$108K ﹤0.01% 2330
2024
Q3 		$210K Buy
5,125
+2,944
+135% +$115K ﹤0.01% 1733
2024
Q2 		$83K Buy
2,181
+205
+10% +$7.98K ﹤0.01% 2109
2024
Q1 		$76K Sell
1,976
-37
-2% -$1.56K ﹤0.01% 2036
2023
Q4 		$104K Sell
2,013
-170
-8% -$7.53K ﹤0.01% 1749
2023
Q3 		$105K Buy
2,183
+655
+43% +$29.1K ﹤0.01% 1598
2023
Q2 		$59K Buy
1,528
+94
+7% +$3.64K ﹤0.01% 1867
2023
Q1 		$57K Sell
1,434
-8
-0.6% -$330 ﹤0.01% 1792
2022
Q4 		$60K Sell
1,442
-149
-9% -$5.59K ﹤0.01% 1635
2022
Q3 		$45K Buy
1,591
+679
+74% +$28.3K ﹤0.01% 1708
2022
Q2 		$39K Buy
912
+381
+72% +$18.5K ﹤0.01% 1746
2022
Q1 		$32K Buy
531
+218
+70% +$14.1K ﹤0.01% 1816
2021
Q4 		$26K Buy
+313
New +$28.7K ﹤0.01% 1860

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