Carson Wealth (CWM LLC)’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $475K | Buy |
|
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|
2024
Q4 | $65K | Buy |
|
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|
2024
Q3 | $61K | Buy |
|
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|
2024
Q2 | $52K | Sell |
|
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|
2024
Q1 | $59K | Buy |
|
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|
2023
Q4 | $66K | Sell |
|
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|
2023
Q3 | $54K | Buy |
|
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|
2023
Q2 | $49K | Buy |
|
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|
2023
Q1 | $8K | Sell |
|
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|
2022
Q4 | $57K | Buy |
|
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|
2022
Q3 | $31K | Buy |
|
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|
2022
Q2 | $18K | Sell |
|
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|
2022
Q1 | $28K | Buy |
|
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|
2021
Q4 | $14K | Buy |
|