Carson Wealth (CWM LLC)’s Preferred Bank PFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
2,386
-393
| -14% | -$33.9K | ﹤0.01% | 2148 |
|
|
2025
Q1 | $232K | Buy |
2,779
+269
| +11% | +$22.5K | ﹤0.01% | 1825 |
|
|
2024
Q4 | $217K | Buy |
2,510
+7
| +0.3% | +$605 | ﹤0.01% | 1773 |
|
|
2024
Q3 | $201K | Buy |
2,503
+1,460
| +140% | +$117K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $79K | Buy |
1,043
+512
| +96% | +$38.8K | ﹤0.01% | 2144 |
|
|
2024
Q1 | $41K | Sell |
531
-85
| -14% | -$6.56K | ﹤0.01% | 2430 |
|
|
2023
Q4 | $45K | Buy |
616
+8
| +1% | +$584 | ﹤0.01% | 2239 |
|
|
2023
Q3 | $38K | Buy |
608
+94
| +18% | +$5.88K | ﹤0.01% | 2249 |
|
|
2023
Q2 | $28K | Buy |
514
+240
| +88% | +$13.1K | ﹤0.01% | 2412 |
|
|
2023
Q1 | $15K | Buy |
274
+206
| +303% | +$11.3K | ﹤0.01% | 2705 |
|
|
2022
Q4 | $5K | Buy |
68
+1
| +1% | +$74 | ﹤0.01% | 3205 |
|
|
2022
Q3 | $4K | Buy |
67
+26
| +63% | +$1.55K | ﹤0.01% | 3194 |
|
|
2022
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 3216 |
|
|
2022
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 3050 |
|
|
2021
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 3002 |
|