Carson Wealth (CWM LLC)’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,233
| Closed | -$109K | – | 5383 |
|
|
2025
Q1 | $109K | Buy |
3,233
+205
| +7% | +$6.91K | ﹤0.01% | 2365 |
|
|
2024
Q4 | $106K | Buy |
3,028
+68
| +2% | +$2.38K | ﹤0.01% | 2248 |
|
|
2024
Q3 | $95K | Buy |
2,960
+1,251
| +73% | +$40.2K | ﹤0.01% | 2230 |
|
|
2024
Q2 | $44K | Buy |
1,709
+1,660
| +3,388% | +$42.7K | ﹤0.01% | 2568 |
|
|
2024
Q1 | $1K | Buy |
49
+39
| +390% | +$796 | ﹤0.01% | 4251 |
|
|
2023
Q4 | $0 | Sell |
10
-7
| -41% | – | ﹤0.01% | 4577 |
|
|
2023
Q3 | $0 | Buy |
17
+7
| +70% | – | ﹤0.01% | 4572 |
|
|
2023
Q2 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 4491 |
|
|
2023
Q1 | $0 | Sell |
9
-37
| -80% | – | ﹤0.01% | 4375 |
|
|
2022
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 3880 |
|
|
2022
Q3 | $1K | Sell |
46
-41
| -47% | -$891 | ﹤0.01% | 3802 |
|
|
2022
Q2 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 3432 |
|