Carson Wealth (CWM LLC)’s CNB Financial Corp CCNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $90K | Sell |
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|
2025
Q3 | $108K | Buy |
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|
2025
Q2 | $31K | Sell |
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|
2025
Q1 | $36K | Buy |
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|
2024
Q4 | $36K | Buy |
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|
2024
Q3 | $32K | Buy |
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|
2024
Q2 | $16K | Sell |
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|
2024
Q1 | $19K | Buy |
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|
2023
Q4 | $2K | Hold |
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|
2023
Q3 | $2K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $5K | Buy |
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|
2022
Q4 | $3K | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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