Carson Wealth (CWM LLC)’s Orange County Bancorp OBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
494
+341
| +223% | +$8.97K | ﹤0.01% | 4166 |
|
|
2025
Q1 | $4K | Sell |
153
-47
| -24% | -$1.23K | ﹤0.01% | 4551 |
|
|
2024
Q4 | $6K | Buy |
200
+8
| +4% | +$240 | ﹤0.01% | 4135 |
|
|
2024
Q3 | $6K | Buy |
192
+134
| +231% | +$4.19K | ﹤0.01% | 4021 |
|
|
2024
Q2 | $2K | Buy |
58
+56
| +2,800% | +$1.93K | ﹤0.01% | 4240 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4606 |
|