Carson Wealth (CWM LLC)’s Amerant Bancorp AMTB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
1,874
+295
+19% +$5.35K ﹤0.01% 3541
2025
Q1
$33K Buy
1,579
+1,116
+241% +$23.3K ﹤0.01% 3296
2024
Q4
$10K Buy
463
+205
+79% +$4.43K ﹤0.01% 3839
2024
Q3
$6K Buy
258
+160
+163% +$3.72K ﹤0.01% 3979
2024
Q2
$2K Buy
98
+80
+444% +$1.63K ﹤0.01% 4155
2024
Q1
$0 Buy
18
+12
+200% ﹤0.01% 4284
2023
Q4
$0 Hold
6
﹤0.01% 4097
2023
Q3
$0 Hold
6
﹤0.01% 4147
2023
Q2
$0 Buy
+6
New ﹤0.01% 4138