Carson Wealth (CWM LLC)’s Premier Financial Corp. Common Stock PFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,561
| Closed | -$244K | – | 5258 |
|
|
2024
Q4 | $244K | Buy |
9,561
+350
| +4% | +$8.93K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $216K | Buy |
9,211
+2,731
| +42% | +$64K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $133K | Buy |
6,480
+4,847
| +297% | +$99.5K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $33K | Buy |
1,633
+202
| +14% | +$4.08K | ﹤0.01% | 2586 |
|
|
2023
Q4 | $34K | Buy |
1,431
+23
| +2% | +$546 | ﹤0.01% | 2424 |
|
|
2023
Q3 | $24K | Buy |
1,408
+272
| +24% | +$4.64K | ﹤0.01% | 2581 |
|
|
2023
Q2 | $18K | Buy |
1,136
+1,093
| +2,542% | +$17.3K | ﹤0.01% | 2725 |
|
|
2023
Q1 | $1K | Buy |
43
+10
| +30% | +$233 | ﹤0.01% | 3962 |
|
|
2022
Q4 | $1K | Buy |
33
+22
| +200% | +$667 | ﹤0.01% | 3882 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4216 |
|
|
2022
Q2 | – | Sell |
-214
| Closed | -$6K | – | 4117 |
|
|
2022
Q1 | $6K | Hold |
214
| – | – | ﹤0.01% | 2783 |
|
|
2021
Q4 | $7K | Buy |
+214
| New | +$7K | ﹤0.01% | 2579 |
|