Carson Wealth (CWM LLC)’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
8,298
-924
| -10% | -$23.7K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $230K | Buy |
9,222
+688
| +8% | +$17.2K | ﹤0.01% | 1832 |
|
|
2024
Q4 | $233K | Buy |
8,534
+362
| +4% | +$9.88K | ﹤0.01% | 1728 |
|
|
2024
Q3 | $208K | Buy |
8,172
+2,734
| +50% | +$69.6K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $105K | Buy |
5,438
+3,266
| +150% | +$63.1K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $41K | Buy |
2,172
+606
| +39% | +$11.4K | ﹤0.01% | 2423 |
|
|
2023
Q4 | $33K | Buy |
1,566
+1,032
| +193% | +$21.7K | ﹤0.01% | 2437 |
|
|
2023
Q3 | $9K | Buy |
534
+443
| +487% | +$7.47K | ﹤0.01% | 3184 |
|
|
2023
Q2 | $1K | Sell |
91
-110
| -55% | -$1.21K | ﹤0.01% | 3947 |
|
|
2023
Q1 | $4K | Hold |
201
| – | – | ﹤0.01% | 3377 |
|
|
2022
Q4 | $5K | Hold |
201
| – | – | ﹤0.01% | 3160 |
|
|
2022
Q3 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 3058 |
|