Carson Wealth (CWM LLC)’s CVB Financial CVBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
8,954
+795
| +10% | +$15.7K | ﹤0.01% | 2276 |
|
|
2025
Q1 | $151K | Sell |
8,159
-122
| -1% | -$2.26K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $177K | Sell |
8,281
-9,427
| -53% | -$201K | ﹤0.01% | 1901 |
|
|
2024
Q3 | $316K | Sell |
17,708
-112
| -0.6% | -$2K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $307K | Buy |
17,820
+280
| +2% | +$4.82K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $313K | Sell |
17,540
-112
| -0.6% | -$2K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $356K | Sell |
17,652
-497
| -3% | -$10K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $301K | Buy |
18,149
+274
| +2% | +$4.54K | ﹤0.01% | 1150 |
|
|
2023
Q2 | $237K | Buy |
17,875
+6,576
| +58% | +$87.2K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $188K | Buy |
11,299
+981
| +10% | +$16.3K | ﹤0.01% | 1215 |
|
|
2022
Q4 | $266K | Buy |
10,318
+9,575
| +1,289% | +$247K | ﹤0.01% | 994 |
|
|
2022
Q3 | $19K | Buy |
743
+222
| +43% | +$5.68K | ﹤0.01% | 2244 |
|
|
2022
Q2 | $13K | Hold |
521
| – | – | ﹤0.01% | 2407 |
|
|
2022
Q1 | $12K | Buy |
521
+206
| +65% | +$4.75K | ﹤0.01% | 2357 |
|
|
2021
Q4 | $7K | Buy |
+315
| New | +$7K | ﹤0.01% | 2528 |
|