Carson Wealth (CWM LLC)’s First Bancorp FBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
346
-12
| -3% | -$520 | ﹤0.01% | 4073 |
|
|
2025
Q1 | $14K | Buy |
358
+35
| +11% | +$1.37K | ﹤0.01% | 3906 |
|
|
2024
Q4 | $14K | Buy |
323
+67
| +26% | +$2.9K | ﹤0.01% | 3668 |
|
|
2024
Q3 | $11K | Buy |
256
+128
| +100% | +$5.5K | ﹤0.01% | 3725 |
|
|
2024
Q2 | $4K | Buy |
128
+120
| +1,500% | +$3.75K | ﹤0.01% | 3949 |
|
|
2024
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4437 |
|
|
2023
Q4 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 4236 |
|
|
2023
Q3 | $0 | Sell |
5
-126
| -96% | – | ﹤0.01% | 4267 |
|
|
2023
Q2 | $4K | Buy |
131
+44
| +51% | +$1.34K | ﹤0.01% | 3514 |
|
|
2023
Q1 | $3K | Sell |
87
-6
| -6% | -$207 | ﹤0.01% | 3490 |
|
|
2022
Q4 | $4K | Buy |
93
+12
| +15% | +$516 | ﹤0.01% | 3285 |
|
|
2022
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 3289 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$1K | – | 2993 |
|
|
2018
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1878 |
|