Carson Wealth (CWM LLC)’s Mid Penn Bancorp MPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
12,352
+2,195
| +22% | +$61.8K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $263K | Sell |
10,157
-1
| -0% | -$26 | ﹤0.01% | 1748 |
|
|
2024
Q4 | $293K | Buy |
10,158
+22
| +0.2% | +$635 | ﹤0.01% | 1601 |
|
|
2024
Q3 | $302K | Buy |
10,136
+172
| +2% | +$5.13K | ﹤0.01% | 1537 |
|
|
2024
Q2 | $219K | Buy |
9,964
+260
| +3% | +$5.72K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $194K | Buy |
9,704
+38
| +0.4% | +$760 | ﹤0.01% | 1529 |
|
|
2023
Q4 | $235K | Hold |
9,666
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q3 | $195K | Sell |
9,666
-925
| -9% | -$18.7K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $234K | Buy |
+10,591
| New | +$234K | ﹤0.01% | 1194 |
|