Carson Wealth (CWM LLC)’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Buy |
|
|||||
|
2025
Q2 | $647K | Sell |
|
|||||
|
2025
Q1 | $808K | Buy |
|
|||||
|
2024
Q4 | $736K | Buy |
|
|||||
|
2024
Q3 | $660K | Buy |
|
|||||
|
2024
Q2 | $441K | Buy |
|
|||||
|
2024
Q1 | $441K | Sell |
|
|||||
|
2023
Q4 | $564K | Buy |
|
|||||
|
2023
Q3 | $414K | Buy |
|
|||||
|
2023
Q2 | $373K | Buy |
|
|||||
|
2023
Q1 | $418K | Buy |
|
|||||
|
2022
Q4 | $530K | Sell |
|
|||||
|
2022
Q3 | $470K | Sell |
|
|||||
|
2022
Q2 | $503K | Sell |
|
|||||
|
2022
Q1 | $519K | Buy |
|
|||||
|
2021
Q4 | $504K | Buy |
|
|||||
|
2021
Q2 | $461K | Hold |
|
|||||
|
2021
Q1 | $461K | Hold |
|
|||||
|
2020
Q4 | $461K | Hold |
|
|||||
|
2020
Q3 | $461K | Hold |
|
|||||
|
2020
Q2 | $461K | Hold |
|
|||||
|
2020
Q1 | $461K | Hold |
|
|||||
|
2019
Q4 | $461K | Hold |
|
|||||
|
2019
Q3 | $461K | Hold |
|
|||||
|
2019
Q2 | $461K | Hold |
|
|||||
|
2019
Q1 | $461K | Buy |
|