Carson Wealth (CWM LLC)’s CB Financial Services CBFV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17K	Hold	579	–	–	﹤0.01%	3989
2025 Q1	$16K	Hold	579	–	–	﹤0.01%	3816
2024 Q4	$17K	Hold	579	–	–	﹤0.01%	3532
2024 Q3	$16K	Hold	579	–	–	﹤0.01%	3489
2024 Q2	$13K	Hold	579	–	–	﹤0.01%	3372
2024 Q1	$13K	Hold	579	–	–	﹤0.01%	3168
2023 Q4	$14K	Hold	579	–	–	﹤0.01%	2970
2023 Q3	$13K	Hold	579	–	–	﹤0.01%	2961
2023 Q2	$12K	Hold	579	–	–	﹤0.01%	2965
2023 Q1	$13K	Hold	579	–	–	﹤0.01%	2776
2022 Q4	$12K	Hold	579	–	–	﹤0.01%	2683
2022 Q3	$13K	Hold	579	–	–	﹤0.01%	2500
2022 Q2	$13K	Hold	579	–	–	﹤0.01%	2405
2022 Q1	$14K	Hold	579	–	–	﹤0.01%	2283
2021 Q4	$14K	Buy	+579	New	+$14K	﹤0.01%	2156
2021 Q2	$13K	Hold	579	–	–	﹤0.01%	1972
2021 Q1	$13K	Hold	579	–	–	﹤0.01%	1972
2020 Q4	$13K	Hold	579	–	–	﹤0.01%	1972
2020 Q3	$13K	Hold	579	–	–	﹤0.01%	1972
2020 Q2	$13K	Hold	579	–	–	﹤0.01%	1972
2020 Q1	$13K	Hold	579	–	–	﹤0.01%	1972
2019 Q4	$13K	Hold	579	–	–	﹤0.01%	1972
2019 Q3	$13K	Hold	579	–	–	﹤0.01%	1972
2019 Q2	$13K	Hold	579	–	–	﹤0.01%	1972
2019 Q1	$13K	Hold	579	–	–	﹤0.01%	1972
2018 Q4	$14K	Hold	579	–	–	﹤0.01%	1224
2018 Q3	$18K	Hold	579	–	–	﹤0.01%	970
2018 Q2	$20K	Hold	579	–	–	﹤0.01%	834
2018 Q1	$18K	Hold	579	–	–	﹤0.01%	723
2017 Q4	$17K	Hold	579	–	–	﹤0.01%	729
2017 Q3	$17K	Hold	579	–	–	﹤0.01%	739
2017 Q2	$15K	Buy	+579	New	+$15K	﹤0.01%	688