Carson Wealth (CWM LLC)’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
2,434
+85
| +4% | +$4.99K | ﹤0.01% | 2430 |
|
|
2025
Q1 | $118K | Sell |
2,349
-86
| -4% | -$4.32K | ﹤0.01% | 2279 |
|
|
2024
Q4 | $119K | Buy |
2,435
+237
| +11% | +$11.6K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $102K | Buy |
2,198
+274
| +14% | +$12.7K | ﹤0.01% | 2183 |
|
|
2024
Q2 | $92K | Sell |
1,924
-25
| -1% | -$1.2K | ﹤0.01% | 2018 |
|
|
2024
Q1 | $103K | Buy |
1,949
+19
| +1% | +$1K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $111K | Sell |
1,930
-273
| -12% | -$15.7K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $76K | Buy |
2,203
+109
| +5% | +$3.76K | ﹤0.01% | 1804 |
|
|
2023
Q2 | $63K | Buy |
2,094
+1,332
| +175% | +$40.1K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $14K | Buy |
762
+681
| +841% | +$12.5K | ﹤0.01% | 2728 |
|
|
2022
Q4 | $2K | Sell |
81
-7
| -8% | -$173 | ﹤0.01% | 3517 |
|
|
2022
Q3 | $3K | Sell |
88
-169
| -66% | -$5.76K | ﹤0.01% | 3275 |
|
|
2022
Q2 | $9K | Sell |
257
-83
| -24% | -$2.91K | ﹤0.01% | 2623 |
|
|
2022
Q1 | $18K | Buy |
340
+132
| +63% | +$6.99K | ﹤0.01% | 2133 |
|
|
2021
Q4 | $14K | Buy |
+208
| New | +$14K | ﹤0.01% | 2160 |
|