Carson Wealth (CWM LLC)’s First Bancorp FBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
5,315
+2,567
| +93% | +$53.6K | ﹤0.01% | 2613 |
|
|
2025
Q1 | $53K | Buy |
2,748
+249
| +10% | +$4.8K | ﹤0.01% | 2927 |
|
|
2024
Q4 | $46K | Sell |
2,499
-330
| -12% | -$6.07K | ﹤0.01% | 2863 |
|
|
2024
Q3 | $60K | Buy |
2,829
+1,952
| +223% | +$41.4K | ﹤0.01% | 2557 |
|
|
2024
Q2 | $16K | Buy |
877
+337
| +62% | +$6.15K | ﹤0.01% | 3258 |
|
|
2024
Q1 | $9K | Sell |
540
-267
| -33% | -$4.45K | ﹤0.01% | 3386 |
|
|
2023
Q4 | $13K | Sell |
807
-117
| -13% | -$1.89K | ﹤0.01% | 3027 |
|
|
2023
Q3 | $12K | Hold |
924
| – | – | ﹤0.01% | 3034 |
|
|
2023
Q2 | $11K | Sell |
924
-241
| -21% | -$2.87K | ﹤0.01% | 3006 |
|
|
2023
Q1 | $13K | Sell |
1,165
-1,099
| -49% | -$12.3K | ﹤0.01% | 2782 |
|
|
2022
Q4 | $29K | Buy |
2,264
+131
| +6% | +$1.68K | ﹤0.01% | 2101 |
|
|
2022
Q3 | $29K | Buy |
2,133
+469
| +28% | +$6.38K | ﹤0.01% | 1977 |
|
|
2022
Q2 | $21K | Buy |
1,664
+922
| +124% | +$11.6K | ﹤0.01% | 2072 |
|
|
2022
Q1 | $10K | Buy |
742
+245
| +49% | +$3.3K | ﹤0.01% | 2463 |
|
|
2021
Q4 | $7K | Buy |
+497
| New | +$7K | ﹤0.01% | 2534 |
|