Carson Wealth (CWM LLC)’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
136
+66
| +94% | +$1.46K | ﹤0.01% | 4774 |
|
|
2025
Q1 | $1K | Sell |
70
-15
| -18% | -$214 | ﹤0.01% | 4915 |
|
|
2024
Q4 | $2K | Buy |
85
+15
| +21% | +$353 | ﹤0.01% | 4552 |
|
|
2024
Q3 | $1K | Buy |
70
+55
| +367% | +$786 | ﹤0.01% | 4606 |
|
|
2024
Q2 | $0 | Buy |
15
+13
| +650% | – | ﹤0.01% | 4746 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4516 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | – | – | 4306 |
|
|
2023
Q1 | $0 | Sell |
20
-10
| -33% | – | ﹤0.01% | 4185 |
|
|
2022
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3760 |
|
|
2022
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3667 |
|