Carson Wealth (CWM LLC)’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Sell |
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|
2025
Q2 | $143K | Buy |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $92K | Sell |
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|
2024
Q1 | $103K | Buy |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $76K | Buy |
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|
2023
Q2 | $63K | Buy |
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|
2023
Q1 | $14K | Buy |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $14K | Buy |
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