Carson Wealth (CWM LLC)’s International Bancshares IBOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Buy |
1,229
+388
| +46% | +$25.9K | ﹤0.01% | 2883 |
|
|
2025
Q1 | $53K | Sell |
841
-1,422
| -63% | -$89.6K | ﹤0.01% | 2930 |
|
|
2024
Q4 | $143K | Buy |
2,263
+69
| +3% | +$4.36K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $131K | Buy |
2,194
+2,156
| +5,674% | +$129K | ﹤0.01% | 2015 |
|
|
2024
Q2 | $2K | Buy |
38
+17
| +81% | +$895 | ﹤0.01% | 4215 |
|
|
2024
Q1 | $1K | Buy |
21
+15
| +250% | +$714 | ﹤0.01% | 4141 |
|
|
2023
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4306 |
|
|
2023
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4315 |
|
|
2023
Q2 | $0 | Sell |
6
-87
| -94% | – | ﹤0.01% | 4290 |
|
|
2023
Q1 | $4K | Buy |
93
+41
| +79% | +$1.76K | ﹤0.01% | 3391 |
|
|
2022
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 3561 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$1K | – | 4019 |
|
|
2022
Q2 | $1K | Sell |
24
-20
| -45% | -$833 | ﹤0.01% | 3544 |
|
|
2022
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 3167 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | -$1K | – | 3054 |
|
|
2018
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1901 |
|
|
2018
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1672 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1526 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1372 |
|
|
2017
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1061 |
|