Number of Shares
16,036
Previous 18,511 13.37%
Holding current value
$394,000
Previous $456,000 13.6%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025

SELL
N/A
-2,475 Reduced 13.37%
16,036 $394,000
Q4 2024

Feb 04, 2025

BUY
N/A
1,599 Added 9.45%
18,511 $456,000
Q3 2024

Oct 08, 2024

SELL
N/A
-29 Reduced 0.17%
16,912 $417,000
Q2 2024

Jul 09, 2024

BUY
N/A
16,941 New
16,941 $417,000
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.