Carson Wealth (CWM LLC)’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
31,913
+1,481
| +5% | +$42.7K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $872K | Sell |
30,432
-245
| -0.8% | -$7.02K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $996K | Buy |
30,677
+25,525
| +495% | +$829K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $158K | Buy |
5,152
+2,029
| +65% | +$62.2K | ﹤0.01% | 1883 |
|
|
2024
Q2 | $87K | Buy |
3,123
+430
| +16% | +$12K | ﹤0.01% | 2055 |
|
|
2024
Q1 | $73K | Buy |
2,693
+325
| +14% | +$8.81K | ﹤0.01% | 2062 |
|
|
2023
Q4 | $73K | Buy |
2,368
+702
| +42% | +$21.6K | ﹤0.01% | 1947 |
|
|
2023
Q3 | $42K | Buy |
1,666
+35
| +2% | +$882 | ﹤0.01% | 2170 |
|
|
2023
Q2 | $39K | Buy |
1,631
+921
| +130% | +$22K | ﹤0.01% | 2157 |
|
|
2023
Q1 | $21K | Sell |
710
-238
| -25% | -$7.04K | ﹤0.01% | 2464 |
|
|
2022
Q4 | $37K | Buy |
948
+4
| +0.4% | +$156 | ﹤0.01% | 1928 |
|
|
2022
Q3 | $38K | Hold |
944
| – | – | ﹤0.01% | 1797 |
|
|
2022
Q2 | $36K | Buy |
944
+306
| +48% | +$11.7K | ﹤0.01% | 1778 |
|
|
2022
Q1 | $23K | Buy |
638
+635
| +21,167% | +$22.9K | ﹤0.01% | 1984 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3516 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2912 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2998 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$1K | – | 1884 |
|
|
2018
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1511 |
|