Carson Wealth (CWM LLC)’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $799K | Sell |
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|
2025
Q3 | $866K | Buy |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $232K | Buy |
|
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|
2024
Q4 | $217K | Buy |
|
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|
2024
Q3 | $201K | Buy |
|
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|
2024
Q2 | $79K | Buy |
|
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|
2024
Q1 | $41K | Sell |
|
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|
2023
Q4 | $45K | Buy |
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|
2023
Q3 | $38K | Buy |
|
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|
2023
Q2 | $28K | Buy |
|
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|
2023
Q1 | $15K | Buy |
|
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|
2022
Q4 | $5K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
|