Carson Wealth (CWM LLC)’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Sell |
1,164
-88
| -7% | -$4.84K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $67K | Buy |
1,252
+570
| +84% | +$30.5K | ﹤0.01% | 2725 |
|
|
2024
Q4 | $38K | Buy |
682
+114
| +20% | +$6.35K | ﹤0.01% | 2983 |
|
|
2024
Q3 | $29K | Buy |
568
+183
| +48% | +$9.34K | ﹤0.01% | 3110 |
|
|
2024
Q2 | $16K | Buy |
385
+361
| +1,504% | +$15K | ﹤0.01% | 3257 |
|
|
2024
Q1 | $1K | Sell |
24
-2
| -8% | -$83 | ﹤0.01% | 4115 |
|
|
2023
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3932 |
|
|
2023
Q2 | – | Sell |
-64
| Closed | -$3K | – | 4219 |
|
|
2023
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 3481 |
|
|
2022
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 3396 |
|
|
2022
Q3 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 3281 |
|
|
2021
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2021
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2020
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2020
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2020
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2019
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2019
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2614 |
|
|
2019
Q1 | $2K | Sell |
37
-263
| -88% | -$14.2K | ﹤0.01% | 2614 |
|
|
2018
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q2 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 877 |
|