Carson Wealth (CWM LLC)’s Fulton Financial FULT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
23,662
-1,075
-4% -$19.4K ﹤0.01% 1661
2025
Q1
$447K Buy
24,737
+286
+1% +$5.17K ﹤0.01% 1494
2024
Q4
$471K Buy
24,451
+710
+3% +$13.7K ﹤0.01% 1402
2024
Q3
$430K Buy
23,741
+3,896
+20% +$70.6K ﹤0.01% 1384
2024
Q2
$337K Sell
19,845
-256
-1% -$4.35K ﹤0.01% 1342
2024
Q1
$319K Sell
20,101
-4,270
-18% -$67.8K ﹤0.01% 1302
2023
Q4
$401K Buy
24,371
+188
+0.8% +$3.09K ﹤0.01% 1142
2023
Q3
$293K Buy
24,183
+389
+2% +$4.71K ﹤0.01% 1161
2023
Q2
$284K Sell
23,794
-30,809
-56% -$368K ﹤0.01% 1129
2023
Q1
$755K Sell
54,603
-1,879
-3% -$26K 0.01% 748
2022
Q4
$951K Buy
56,482
+53,949
+2,130% +$908K 0.01% 631
2022
Q3
$40K Sell
2,533
-8,909
-78% -$141K ﹤0.01% 1766
2022
Q2
$165K Buy
11,442
+128
+1% +$1.85K ﹤0.01% 1115
2022
Q1
$188K Buy
11,314
+1,739
+18% +$28.9K ﹤0.01% 1055
2021
Q4
$163K Buy
+9,575
New +$163K ﹤0.01% 1104
2021
Q2
$148K Hold
9,352
﹤0.01% 998
2021
Q1
$148K Hold
9,352
﹤0.01% 998
2020
Q4
$148K Hold
9,352
﹤0.01% 998
2020
Q3
$148K Hold
9,352
﹤0.01% 998
2020
Q2
$148K Hold
9,352
﹤0.01% 998
2020
Q1
$148K Hold
9,352
﹤0.01% 998
2019
Q4
$148K Hold
9,352
﹤0.01% 998
2019
Q3
$148K Hold
9,352
﹤0.01% 998
2019
Q2
$148K Hold
9,352
﹤0.01% 998
2019
Q1
$148K Buy
9,352
+1,356
+17% +$21.5K ﹤0.01% 998
2018
Q4
$124K Buy
7,996
+76
+1% +$1.18K ﹤0.01% 686
2018
Q3
$132K Buy
7,920
+55
+0.7% +$917 ﹤0.01% 576
2018
Q2
$130K Buy
7,865
+53
+0.7% +$876 ﹤0.01% 486
2018
Q1
$139K Buy
7,812
+5,138
+192% +$91.4K 0.01% 407
2017
Q4
$48K Buy
2,674
+2,607
+3,891% +$46.8K ﹤0.01% 537
2017
Q3
$1K Hold
67
﹤0.01% 1367
2017
Q2
$1K Hold
67
﹤0.01% 1091
2017
Q1
$1K Buy
+67
New +$1K ﹤0.01% 1054