Carson Wealth (CWM LLC)’s Mechanics Bancorp Class A Common Stock MCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
378
-2,852
| -88% | -$37.7K | ﹤0.01% | 4608 |
|
|
2025
Q1 | $38K | Buy |
3,230
+146
| +5% | +$1.72K | ﹤0.01% | 3200 |
|
|
2024
Q4 | $35K | Sell |
3,084
-303
| -9% | -$3.44K | ﹤0.01% | 3052 |
|
|
2024
Q3 | $53K | Buy |
3,387
+311
| +10% | +$4.87K | ﹤0.01% | 2639 |
|
|
2024
Q2 | $35K | Buy |
3,076
+22
| +0.7% | +$250 | ﹤0.01% | 2719 |
|
|
2024
Q1 | $46K | Sell |
3,054
-499
| -14% | -$7.52K | ﹤0.01% | 2338 |
|
|
2023
Q4 | $37K | Buy |
3,553
+3,400
| +2,222% | +$35.4K | ﹤0.01% | 2358 |
|
|
2023
Q3 | $1K | Sell |
153
-20
| -12% | -$131 | ﹤0.01% | 3992 |
|
|
2023
Q2 | $1K | Sell |
173
-744
| -81% | -$4.3K | ﹤0.01% | 3960 |
|
|
2023
Q1 | $16K | Buy |
917
+761
| +488% | +$13.3K | ﹤0.01% | 2650 |
|
|
2022
Q4 | $4K | Sell |
156
-170
| -52% | -$4.36K | ﹤0.01% | 3294 |
|
|
2022
Q3 | $9K | Buy |
326
+223
| +217% | +$6.16K | ﹤0.01% | 2749 |
|
|
2022
Q2 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 3081 |
|