Carson Wealth (CWM LLC)’s The First Bancshares, Inc. FBMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBMS Stock Details FBMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,233	Closed	-$109K	–	5388
2025 Q1	$109K	Buy	3,233 +205	+7%	+$7.33K	﹤0.01%	2367
2024 Q4	$106K	Buy	3,028 +68	+2%	+$2.37K	﹤0.01%	2250
2024 Q3	$95K	Buy	2,960 +1,251	+73%	+$38.7K	﹤0.01%	2232
2024 Q2	$44K	Buy	1,709 +1,660	+3,388%	+$40.9K	﹤0.01%	2570
2024 Q1	$1K	Buy	49 +39	+390%	+$1K	﹤0.01%	4256
2023 Q4	$0	Sell	10 -7	-41%	-$187	﹤0.01%	4584
2023 Q3	$0	Buy	17 +7	+70%	+$200	﹤0.01%	4582
2023 Q2	$0	Buy	10 +1	+11%	+$26	﹤0.01%	4505
2023 Q1	$0	Sell	9 -37	-80%	-$1.09K	﹤0.01%	4387
2022 Q4	$1K	Hold	46	–	–	﹤0.01%	3894
2022 Q3	$1K	Sell	46 -41	-47%	-$1.23K	﹤0.01%	3817
2022 Q2	$2K	Buy	+87	New	+$2.7K	﹤0.01%	3442

Other funds holding FBMS

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Carson Wealth (CWM LLC)'s FBMS Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 3,233 shares — an estimated $109K sold.

Carson Wealth (CWM LLC) first reported a position in FBMS in Q2 2022 and held it in 12 quarters. The position peaked at $109K in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,233 The First Bancshares, Inc. shares in Q2 2025, an estimated $109K.
Carson Wealth (CWM LLC) first reported a position in The First Bancshares, Inc. in Q2 2022 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s The First Bancshares, Inc. position peaked at $109K in Q1 2025.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.