Carson Wealth (CWM LLC)’s Five Star Bancorp FSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30K | Buy |
1,047
+827
| +376% | +$23.7K | ﹤0.01% | 3641 |
|
2025
Q1 | $6K | Buy |
220
+40
| +22% | +$1.09K | ﹤0.01% | 4353 |
|
2024
Q4 | $5K | Buy |
180
+42
| +30% | +$1.17K | ﹤0.01% | 4197 |
|
2024
Q3 | $4K | Buy |
138
+71
| +106% | +$2.06K | ﹤0.01% | 4177 |
|
2024
Q2 | $2K | Buy |
67
+64
| +2,133% | +$1.91K | ﹤0.01% | 4202 |
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4455 |
|