BCS Wealth Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $432K | Hold |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $506K | Hold |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $620K | Hold |
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|
2021
Q3 | $610K | Hold |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $596K | Hold |
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|
2020
Q4 | $461K | Buy |
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