Number of Shares
1,761,418
Previous 1,031,212 70.81%
Holding current value
$42.1 Million
Previous $25.3 Million 66.63%
% of portfolio
0.17%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
N/A
730,206 Added 70.81%
1,761,418 $42.1 Million
Q3 2024

Oct 08, 2024

BUY
N/A
183,707 Added 21.68%
1,031,212 $25.3 Million
Q2 2024

Jul 09, 2024

BUY
N/A
265,036 Added 45.5%
847,505 $20.8 Million
Q1 2024

Apr 05, 2024

BUY
N/A
582,469 New
582,469 $13.6 Million
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.