Carson Wealth (CWM LLC)’s First Mid Bancshares FMBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
4,948
+1,157
| +31% | +$43.5K | ﹤0.01% | 2230 |
|
|
2025
Q1 | $132K | Buy |
3,791
+2,410
| +175% | +$83.9K | ﹤0.01% | 2193 |
|
|
2024
Q4 | $51K | Buy |
1,381
+148
| +12% | +$5.47K | ﹤0.01% | 2778 |
|
|
2024
Q3 | $48K | Buy |
1,233
+349
| +39% | +$13.6K | ﹤0.01% | 2717 |
|
|
2024
Q2 | $29K | Buy |
884
+685
| +344% | +$22.5K | ﹤0.01% | 2858 |
|
|
2024
Q1 | $7K | Buy |
+199
| New | +$7K | ﹤0.01% | 3497 |
|
|
2023
Q2 | – | Sell |
-286
| Closed | -$8K | – | 4244 |
|
|
2023
Q1 | $8K | Buy |
286
+178
| +165% | +$4.98K | ﹤0.01% | 3072 |
|
|
2022
Q4 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 3402 |
|