Carson Wealth (CWM LLC)’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
10,287
-2,609
| -20% | -$164K | ﹤0.01% | 1477 |
|
|
2025
Q1 | $808K | Buy |
12,896
+1,432
| +12% | +$89.7K | ﹤0.01% | 1254 |
|
|
2024
Q4 | $736K | Buy |
11,464
+310
| +3% | +$19.9K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $660K | Buy |
11,154
+2,450
| +28% | +$145K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $441K | Buy |
8,704
+232
| +3% | +$11.8K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $441K | Sell |
8,472
-96
| -1% | -$5K | ﹤0.01% | 1179 |
|
|
2023
Q4 | $564K | Buy |
8,568
+127
| +2% | +$8.36K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $414K | Buy |
8,441
+50
| +0.6% | +$2.45K | ﹤0.01% | 1039 |
|
|
2023
Q2 | $373K | Buy |
8,391
+2,016
| +32% | +$89.6K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $418K | Buy |
6,375
+95
| +2% | +$6.23K | ﹤0.01% | 941 |
|
|
2022
Q4 | $530K | Sell |
6,280
-25
| -0.4% | -$2.11K | ﹤0.01% | 787 |
|
|
2022
Q3 | $470K | Sell |
6,305
-26
| -0.4% | -$1.94K | ﹤0.01% | 758 |
|
|
2022
Q2 | $503K | Sell |
6,331
-26
| -0.4% | -$2.07K | ﹤0.01% | 728 |
|
|
2022
Q1 | $519K | Buy |
6,357
+175
| +3% | +$14.3K | ﹤0.01% | 721 |
|
|
2021
Q4 | $504K | Buy |
+6,182
| New | +$504K | ﹤0.01% | 723 |
|
|
2021
Q2 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2020
Q3 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2020
Q2 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2020
Q1 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2019
Q4 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2019
Q3 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2019
Q2 | $461K | Hold |
6,100
| – | – | ﹤0.01% | 690 |
|
|
2019
Q1 | $461K | Buy |
+6,100
| New | +$461K | ﹤0.01% | 690 |
|