Carson Wealth (CWM LLC)’s First Financial Bankshares FFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
136,374
+89,970
| +194% | +$3.24M | 0.02% | 589 |
|
|
2025
Q1 | $1.67M | Buy |
46,404
+166
| +0.4% | +$5.96K | 0.01% | 892 |
|
|
2024
Q4 | $1.67M | Buy |
46,238
+663
| +1% | +$23.9K | 0.01% | 851 |
|
|
2024
Q3 | $1.69M | Buy |
45,575
+40,194
| +747% | +$1.49M | 0.01% | 776 |
|
|
2024
Q2 | $159K | Sell |
5,381
-1,413
| -21% | -$41.8K | ﹤0.01% | 1709 |
|
|
2024
Q1 | $223K | Sell |
6,794
-20,045
| -75% | -$658K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $813K | Buy |
26,839
+15,943
| +146% | +$483K | ﹤0.01% | 892 |
|
|
2023
Q3 | $274K | Sell |
10,896
-18,285
| -63% | -$460K | ﹤0.01% | 1187 |
|
|
2023
Q2 | $831K | Buy |
29,181
+693
| +2% | +$19.7K | 0.01% | 777 |
|
|
2023
Q1 | $909K | Buy |
28,488
+385
| +1% | +$12.3K | 0.01% | 685 |
|
|
2022
Q4 | $967K | Sell |
28,103
-1,619
| -5% | -$55.7K | 0.01% | 626 |
|
|
2022
Q3 | $1.24M | Sell |
29,722
-1,429
| -5% | -$59.8K | 0.01% | 502 |
|
|
2022
Q2 | $1.22M | Sell |
31,151
-412
| -1% | -$16.2K | 0.01% | 518 |
|
|
2022
Q1 | $1.39M | Buy |
31,563
+315
| +1% | +$13.9K | 0.01% | 482 |
|
|
2021
Q4 | $1.59M | Buy |
+31,248
| New | +$1.59M | 0.01% | 483 |
|
|
2021
Q2 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2021
Q1 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2020
Q4 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2020
Q3 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2020
Q2 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2020
Q1 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2019
Q4 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2019
Q3 | $1.54M | Hold |
31,306
| – | – | 0.01% | 493 |
|
|
2019
Q2 | $1.54M | Sell |
31,306
-31,306
| -50% | -$1.54M | 0.01% | 493 |
|
|
2019
Q1 | $1.54M | Buy |
+62,612
| New | +$1.54M | 0.01% | 493 |
|