Carson Wealth (CWM LLC)’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,286
| Closed | -$78K | – | 5281 |
|
|
2024
Q4 | $78K | Sell |
1,286
-16
| -1% | -$970 | ﹤0.01% | 2459 |
|
|
2024
Q3 | $75K | Sell |
1,302
-76
| -6% | -$4.38K | ﹤0.01% | 2378 |
|
|
2024
Q2 | $63K | Sell |
1,378
-26
| -2% | -$1.19K | ﹤0.01% | 2307 |
|
|
2024
Q1 | $64K | Sell |
1,404
-89
| -6% | -$4.06K | ﹤0.01% | 2146 |
|
|
2023
Q4 | $76K | Buy |
1,493
+18
| +1% | +$916 | ﹤0.01% | 1917 |
|
|
2023
Q3 | $58K | Buy |
1,475
+84
| +6% | +$3.3K | ﹤0.01% | 1975 |
|
|
2023
Q2 | $48K | Buy |
1,391
+877
| +171% | +$30.3K | ﹤0.01% | 2026 |
|
|
2023
Q1 | $24K | Buy |
514
+392
| +321% | +$18.3K | ﹤0.01% | 2388 |
|
|
2022
Q4 | $7K | Sell |
122
-51
| -29% | -$2.93K | ﹤0.01% | 3042 |
|
|
2022
Q3 | $11K | Buy |
173
+78
| +82% | +$4.96K | ﹤0.01% | 2653 |
|
|
2022
Q2 | $6K | Sell |
95
-54
| -36% | -$3.41K | ﹤0.01% | 2935 |
|
|
2022
Q1 | $11K | Sell |
149
-237
| -61% | -$17.5K | ﹤0.01% | 2453 |
|
|
2021
Q4 | $28K | Buy |
+386
| New | +$28K | ﹤0.01% | 1817 |
|
|
2021
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2021
Q1 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q4 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q3 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q1 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q4 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q3 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q2 | $43K | Hold |
575
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q1 | $43K | Buy |
575
+480
| +505% | +$35.9K | ﹤0.01% | 1462 |
|
|
2018
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 1625 |
|
|
2018
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q2 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 1167 |
|