Carson Wealth (CWM LLC)’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
153
-34
| -18% | -$3.33K | ﹤0.01% | 4066 |
|
|
2025
Q1 | $17K | Buy |
187
+80
| +75% | +$7.27K | ﹤0.01% | 3782 |
|
|
2024
Q4 | $9K | Buy |
107
+16
| +18% | +$1.35K | ﹤0.01% | 3905 |
|
|
2024
Q3 | $5K | Buy |
91
+30
| +49% | +$1.65K | ﹤0.01% | 4069 |
|
|
2024
Q2 | $3K | Buy |
61
+54
| +771% | +$2.66K | ﹤0.01% | 4047 |
|
|
2024
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4337 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | – | – | 4177 |
|
|
2023
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4059 |
|
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3970 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3909 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3781 |
|