Carson Wealth (CWM LLC)’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Sell |
397
-370
| -48% | -$3.73K | ﹤0.01% | 4652 |
|
|
2025
Q1 | $9K | Buy |
767
+225
| +42% | +$2.64K | ﹤0.01% | 4125 |
|
|
2024
Q4 | $7K | Buy |
542
+196
| +57% | +$2.53K | ﹤0.01% | 4023 |
|
|
2024
Q3 | $4K | Sell |
346
-6
| -2% | -$69 | ﹤0.01% | 4154 |
|
|
2024
Q2 | $4K | Buy |
352
+349
| +11,633% | +$3.97K | ﹤0.01% | 3923 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4271 |
|