Carson Wealth (CWM LLC)’s Choiceone Financial COFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
8,223
+466
| +6% | +$13.4K | ﹤0.01% | 2028 |
|
|
2025
Q1 | $223K | Buy |
7,757
+2,876
| +59% | +$82.7K | ﹤0.01% | 1844 |
|
|
2024
Q4 | $174K | Buy |
4,881
+6
| +0.1% | +$214 | ﹤0.01% | 1913 |
|
|
2024
Q3 | $151K | Buy |
4,875
+61
| +1% | +$1.89K | ﹤0.01% | 1922 |
|
|
2024
Q2 | $138K | Buy |
4,814
+16
| +0.3% | +$459 | ﹤0.01% | 1778 |
|
|
2024
Q1 | $131K | Buy |
4,798
+1,211
| +34% | +$33.1K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $105K | Sell |
3,587
-1,211
| -25% | -$35.4K | ﹤0.01% | 1731 |
|
|
2023
Q3 | $94K | Sell |
4,798
-105
| -2% | -$2.06K | ﹤0.01% | 1663 |
|
|
2023
Q2 | $113K | Hold |
4,903
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q1 | $124K | Buy |
+4,903
| New | +$124K | ﹤0.01% | 1377 |
|