Carson Wealth (CWM LLC)’s BayCom BCML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
937
+179
+24% +$4.97K ﹤0.01% 3725
2025
Q1
$19K Buy
758
+277
+58% +$6.94K ﹤0.01% 3695
2024
Q4
$13K Buy
481
+61
+15% +$1.65K ﹤0.01% 3694
2024
Q3
$10K Buy
420
+297
+241% +$7.07K ﹤0.01% 3765
2024
Q2
$3K Buy
123
+121
+6,050% +$2.95K ﹤0.01% 4037
2024
Q1
$0 Buy
+2
New ﹤0.01% 4314