Carson Wealth (CWM LLC)’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
7,516
-337
| -4% | -$11.3K | ﹤0.01% | 1980 |
|
|
2025
Q1 | $248K | Sell |
7,853
-1,530
| -16% | -$48.3K | ﹤0.01% | 1785 |
|
|
2024
Q4 | $280K | Buy |
9,383
+12
| +0.1% | +$358 | ﹤0.01% | 1631 |
|
|
2024
Q3 | $280K | Buy |
9,371
+420
| +5% | +$12.5K | ﹤0.01% | 1579 |
|
|
2024
Q2 | $258K | Buy |
8,951
+525
| +6% | +$15.1K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $223K | Buy |
8,426
+718
| +9% | +$19K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $184K | Buy |
7,708
+1,040
| +16% | +$24.8K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $154K | Buy |
6,668
+929
| +16% | +$21.5K | ﹤0.01% | 1412 |
|
|
2023
Q2 | $132K | Buy |
5,739
+693
| +14% | +$15.9K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $109K | Buy |
5,046
+2,056
| +69% | +$44.4K | ﹤0.01% | 1447 |
|
|
2022
Q4 | $65K | Sell |
2,990
-1,303
| -30% | -$28.3K | ﹤0.01% | 1586 |
|
|
2022
Q3 | $90K | Buy |
4,293
+827
| +24% | +$17.3K | ﹤0.01% | 1381 |
|
|
2022
Q2 | $61K | Buy |
3,466
+838
| +32% | +$14.7K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $50K | Buy |
2,628
+711
| +37% | +$13.5K | ﹤0.01% | 1608 |
|
|
2021
Q4 | $38K | Buy |
+1,917
| New | +$38K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q1 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q4 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q3 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q2 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q4 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q3 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q2 | $24K | Hold |
1,399
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q1 | $24K | Buy |
+1,399
| New | +$24K | ﹤0.01% | 1706 |
|
|
2018
Q4 | – | Sell |
-115
| Closed | -$1K | – | 2160 |
|
|
2018
Q3 | $1K | Sell |
115
-122
| -51% | -$1.06K | ﹤0.01% | 1671 |
|
|
2018
Q2 | $2K | Buy |
237
+22
| +10% | +$186 | ﹤0.01% | 1377 |
|
|
2018
Q1 | $2K | Buy |
+215
| New | +$2K | ﹤0.01% | 1174 |
|