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 |
|