BAM
Beaumont Asset Management’s Third Coast Bancshares TCBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
8,544
| – | – | 0.15% | 57 |
|
|
2025
Q1 | $285K | Hold |
8,544
| – | – | 0.17% | 63 |
|
|
2024
Q4 | $290K | Hold |
8,544
| – | – | 0.17% | 59 |
|
|
2024
Q3 | $229K | Sell |
8,544
-6,250
| -42% | -$167K | 0.13% | 64 |
|
|
2024
Q2 | $315K | Sell |
14,794
-750
| -5% | -$16K | 0.2% | 57 |
|
|
2024
Q1 | $311K | Sell |
15,544
-750
| -5% | -$15K | 0.21% | 60 |
|
|
2023
Q4 | $324K | Sell |
16,294
-750
| -4% | -$14.9K | 0.23% | 59 |
|
|
2023
Q3 | $291K | Sell |
17,044
-500
| -3% | -$8.55K | 0.24% | 57 |
|
|
2023
Q2 | $278K | Sell |
17,544
-3,875
| -18% | -$61.5K | 0.21% | 61 |
|
|
2023
Q1 | $336K | Sell |
21,419
-1,875
| -8% | -$29.5K | 0.25% | 64 |
|
|
2022
Q4 | $429K | Hold |
23,294
| – | – | 0.31% | 59 |
|
|
2022
Q3 | $398K | Sell |
23,294
-20,850
| -47% | -$356K | 0.32% | 56 |
|
|
2022
Q2 | $966K | Buy |
44,144
+1,000
| +2% | +$21.9K | 0.73% | 31 |
|
|
2022
Q1 | $996K | Buy |
+43,144
| New | +$996K | 0.67% | 31 |
|