Carson Wealth (CWM LLC)’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Buy |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | $105K | Buy |
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|
2024
Q1 | $41K | Buy |
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|
2023
Q4 | $33K | Buy |
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|
2023
Q3 | $9K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $4K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $5K | Buy |
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