Carson Wealth (CWM LLC)’s CNB Financial Corp CCNE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Sell |
1,350
-256
| -16% | -$5.88K | ﹤0.01% | 3622 |
|
|
2025
Q1 | $36K | Buy |
1,606
+156
| +11% | +$3.5K | ﹤0.01% | 3234 |
|
|
2024
Q4 | $36K | Buy |
1,450
+111
| +8% | +$2.76K | ﹤0.01% | 3017 |
|
|
2024
Q3 | $32K | Buy |
1,339
+540
| +68% | +$12.9K | ﹤0.01% | 3042 |
|
|
2024
Q2 | $16K | Sell |
799
-140
| -15% | -$2.8K | ﹤0.01% | 3251 |
|
|
2024
Q1 | $19K | Buy |
939
+829
| +754% | +$16.8K | ﹤0.01% | 2929 |
|
|
2023
Q4 | $2K | Hold |
110
| – | – | ﹤0.01% | 3784 |
|
|
2023
Q3 | $2K | Buy |
110
+47
| +75% | +$855 | ﹤0.01% | 3758 |
|
|
2023
Q2 | $1K | Sell |
63
-196
| -76% | -$3.11K | ﹤0.01% | 3912 |
|
|
2023
Q1 | $5K | Buy |
259
+121
| +88% | +$2.34K | ﹤0.01% | 3263 |
|
|
2022
Q4 | $3K | Buy |
138
+127
| +1,155% | +$2.76K | ﹤0.01% | 3376 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3910 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | – | – | 3782 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3527 |
|