Carson Wealth (CWM LLC)’s Peoples Bancorp PEBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
7,848
+2,872
| +58% | +$87.8K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $148K | Buy |
4,976
+2,311
| +87% | +$68.7K | ﹤0.01% | 2109 |
|
|
2024
Q4 | $84K | Buy |
2,665
+805
| +43% | +$25.4K | ﹤0.01% | 2405 |
|
|
2024
Q3 | $56K | Buy |
1,860
+1,552
| +504% | +$46.7K | ﹤0.01% | 2602 |
|
|
2024
Q2 | $9K | Buy |
308
+242
| +367% | +$7.07K | ﹤0.01% | 3619 |
|
|
2024
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 4019 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$1K | – | 4380 |
|
|
2023
Q1 | $1K | Buy |
36
+10
| +38% | +$278 | ﹤0.01% | 3879 |
|
|
2022
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3795 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | – | – | 4096 |
|
|
2022
Q2 | $0 | Sell |
14
-66
| -83% | – | ﹤0.01% | 4000 |
|
|
2022
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 3049 |
|