Carson Wealth (CWM LLC)’s Mechanics Bancorp MCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.82K	Buy	462 +38	+9%	+$563	﹤0.01%	4928
2025 Q4	$6K	Buy	424 +50	+13%	+$695	﹤0.01%	4749
2025 Q3	$5K	Sell	374 -4	-1%	-$53	﹤0.01%	4727
2025 Q2	$5K	Sell	378 -2,852	-88%	-$34.2K	﹤0.01%	4613
2025 Q1	$38K	Buy	3,230 +146	+5%	+$1.45K	﹤0.01%	3203
2024 Q4	$35K	Sell	3,084 -303	-9%	-$3.75K	﹤0.01%	3054
2024 Q3	$53K	Buy	3,387 +311	+10%	+$4.43K	﹤0.01%	2641
2024 Q2	$35K	Buy	3,076 +22	+0.7%	+$241	﹤0.01%	2721
2024 Q1	$46K	Sell	3,054 -499	-14%	-$6.85K	﹤0.01%	2340
2023 Q4	$37K	Buy	3,553 +3,400	+2,222%	+$23.5K	﹤0.01%	2360
2023 Q3	$1K	Sell	153 -20	-12%	-$178	﹤0.01%	3998
2023 Q2	$1K	Sell	173 -744	-81%	-$6.99K	﹤0.01%	3970
2023 Q1	$16K	Buy	917 +761	+488%	+$19.1K	﹤0.01%	2652
2022 Q4	$4K	Sell	156 -170	-52%	-$4.65K	﹤0.01%	3297
2022 Q3	$9K	Buy	326 +223	+217%	+$7.85K	﹤0.01%	2752
2022 Q2	$4K	Buy	+103	New	+$4.14K	﹤0.01%	3087