Carson Wealth (CWM LLC)’s National Bank Holdings NBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
866
+83
| +11% | +$3.16K | ﹤0.01% | 3584 |
|
|
2025
Q1 | $30K | Buy |
783
+480
| +158% | +$18.4K | ﹤0.01% | 3382 |
|
|
2024
Q4 | $13K | Buy |
303
+46
| +18% | +$1.97K | ﹤0.01% | 3715 |
|
|
2024
Q3 | $11K | Buy |
257
+126
| +96% | +$5.39K | ﹤0.01% | 3743 |
|
|
2024
Q2 | $5K | Buy |
131
+86
| +191% | +$3.28K | ﹤0.01% | 3881 |
|
|
2024
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 4007 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$1K | – | 4399 |
|
|
2023
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 4000 |
|
|
2023
Q1 | – | Sell |
-130
| Closed | -$5K | – | 4232 |
|
|
2022
Q4 | $5K | Buy |
130
+56
| +76% | +$2.15K | ﹤0.01% | 3195 |
|
|
2022
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 3327 |
|