Carson Wealth (CWM LLC)’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
117
-50
| -30% | -$98.3K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $310K | Sell |
167
-47
| -22% | -$87.2K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $452K | Sell |
214
-43
| -17% | -$90.8K | ﹤0.01% | 1421 |
|
|
2024
Q3 | $473K | Sell |
257
-18
| -7% | -$33.1K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $463K | Buy |
275
+69
| +33% | +$116K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $336K | Buy |
206
+1
| +0.5% | +$1.63K | ﹤0.01% | 1285 |
|
|
2023
Q4 | $290K | Buy |
205
+18
| +10% | +$25.5K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $257K | Buy |
187
+49
| +36% | +$67.3K | ﹤0.01% | 1209 |
|
|
2023
Q2 | $177K | Buy |
138
+38
| +38% | +$48.7K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $97K | Buy |
100
+8
| +9% | +$7.76K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $70K | Sell |
92
-1
| -1% | -$761 | ﹤0.01% | 1538 |
|
|
2022
Q3 | $74K | Hold |
93
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q2 | $61K | Buy |
93
+51
| +121% | +$33.5K | ﹤0.01% | 1531 |
|
|
2022
Q1 | $28K | Buy |
+42
| New | +$28K | ﹤0.01% | 1869 |
|