Carson Wealth (CWM LLC)’s Associated Banc-Corp ASB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
32,215
+19,558
| +155% | +$477K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $285K | Buy |
12,657
+4,824
| +62% | +$109K | ﹤0.01% | 1698 |
|
|
2024
Q4 | $187K | Sell |
7,833
-741
| -9% | -$17.7K | ﹤0.01% | 1861 |
|
|
2024
Q3 | $185K | Buy |
8,574
+1,490
| +21% | +$32.2K | ﹤0.01% | 1793 |
|
|
2024
Q2 | $150K | Buy |
7,084
+1,661
| +31% | +$35.2K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $117K | Sell |
5,423
-3,803
| -41% | -$82K | ﹤0.01% | 1781 |
|
|
2023
Q4 | $197K | Sell |
9,226
-993
| -10% | -$21.2K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $175K | Sell |
10,219
-1,566
| -13% | -$26.8K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $191K | Sell |
11,785
-825
| -7% | -$13.4K | ﹤0.01% | 1269 |
|
|
2023
Q1 | $227K | Sell |
12,610
-308
| -2% | -$5.54K | ﹤0.01% | 1148 |
|
|
2022
Q4 | $298K | Buy |
12,918
+391
| +3% | +$9.02K | ﹤0.01% | 950 |
|
|
2022
Q3 | $252K | Buy |
12,527
+610
| +5% | +$12.3K | ﹤0.01% | 961 |
|
|
2022
Q2 | $218K | Buy |
11,917
+54
| +0.5% | +$988 | ﹤0.01% | 1012 |
|
|
2022
Q1 | $270K | Buy |
11,863
+184
| +2% | +$4.19K | ﹤0.01% | 922 |
|
|
2021
Q4 | $264K | Buy |
+11,679
| New | +$264K | ﹤0.01% | 916 |
|
|
2021
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2020
Q4 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2020
Q3 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2020
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2020
Q1 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2019
Q4 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2019
Q3 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2019
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 843 |
|
|
2019
Q1 | $239K | Buy |
11,679
+3,091
| +36% | +$63.3K | ﹤0.01% | 843 |
|
|
2018
Q4 | $170K | Buy |
8,588
+8,544
| +19,418% | +$169K | ﹤0.01% | 633 |
|
|
2018
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1607 |
|
|
2018
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1325 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1030 |
|