Carson Wealth (CWM LLC)’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,286
| Closed | -$78K | – | 5286 |
|
|
2024
Q4 | $78K | Sell |
1,286
-16
| -1% | -$991 | ﹤0.01% | 2461 |
|
|
2024
Q3 | $75K | Sell |
1,302
-76
| -6% | -$4.15K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $63K | Sell |
1,378
-26
| -2% | -$1.11K | ﹤0.01% | 2309 |
|
|
2024
Q1 | $64K | Sell |
1,404
-89
| -6% | -$4.15K | ﹤0.01% | 2148 |
|
|
2023
Q4 | $76K | Buy |
1,493
+18
| +1% | +$730 | ﹤0.01% | 1919 |
|
|
2023
Q3 | $58K | Buy |
1,475
+84
| +6% | +$3.43K | ﹤0.01% | 1976 |
|
|
2023
Q2 | $48K | Buy |
1,391
+877
| +171% | +$32.6K | ﹤0.01% | 2029 |
|
|
2023
Q1 | $24K | Buy |
514
+392
| +321% | +$22.3K | ﹤0.01% | 2390 |
|
|
2022
Q4 | $7K | Sell |
122
-51
| -29% | -$3.24K | ﹤0.01% | 3045 |
|
|
2022
Q3 | $11K | Buy |
173
+78
| +82% | +$5.38K | ﹤0.01% | 2656 |
|
|
2022
Q2 | $6K | Sell |
95
-54
| -36% | -$3.77K | ﹤0.01% | 2939 |
|
|
2022
Q1 | $11K | Sell |
149
-237
| -61% | -$18K | ﹤0.01% | 2457 |
|
|
2021
Q4 | $28K | Buy |
+386
| New | +$27.9K | ﹤0.01% | 1819 |
|
|
2021
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q1 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q4 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q3 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q1 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q4 | $43K | Hold |
575
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q3 | $43K | Hold |
575
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q1 | $43K | Buy |
575
+480
| +505% | +$25.8K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 1631 |
|
|
2018
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1316 |
|
|
2018
Q2 | $6K | Buy |
+95
| New | +$6.93K | ﹤0.01% | 1171 |
|
Other funds holding IBTX
Carson Wealth (CWM LLC)'s IBTX Position: Q1 2025 in Review
Carson Wealth (CWM LLC) sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 1,286 shares — an estimated $78K sold.
Carson Wealth (CWM LLC) first reported a position in IBTX in Q2 2018 and held it in 26 quarters. The position peaked at $78K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Carson Wealth (CWM LLC) reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,286 Independent Bank Group, Inc. shares in Q1 2025, an estimated $78K.
- Carson Wealth (CWM LLC) first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 26 quarters.
- Carson Wealth (CWM LLC)'s Independent Bank Group, Inc. position peaked at $78K in Q4 2024.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.