Carson Wealth (CWM LLC)’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
38,457
+16,194
| +73% | +$342K | ﹤0.01% | 1360 |
|
|
2025
Q1 | $475K | Buy |
22,263
+19,643
| +750% | +$419K | ﹤0.01% | 1463 |
|
|
2024
Q4 | $65K | Buy |
2,620
+215
| +9% | +$5.33K | ﹤0.01% | 2596 |
|
|
2024
Q3 | $61K | Buy |
2,405
+143
| +6% | +$3.63K | ﹤0.01% | 2550 |
|
|
2024
Q2 | $52K | Sell |
2,262
-176
| -7% | -$4.05K | ﹤0.01% | 2456 |
|
|
2024
Q1 | $59K | Buy |
2,438
+184
| +8% | +$4.45K | ﹤0.01% | 2193 |
|
|
2023
Q4 | $66K | Sell |
2,254
-217
| -9% | -$6.35K | ﹤0.01% | 2011 |
|
|
2023
Q3 | $54K | Buy |
2,471
+111
| +5% | +$2.43K | ﹤0.01% | 2014 |
|
|
2023
Q2 | $49K | Buy |
2,360
+2,044
| +647% | +$42.4K | ﹤0.01% | 2008 |
|
|
2023
Q1 | $8K | Sell |
316
-1,498
| -83% | -$37.9K | ﹤0.01% | 3088 |
|
|
2022
Q4 | $57K | Buy |
1,814
+804
| +80% | +$25.3K | ﹤0.01% | 1662 |
|
|
2022
Q3 | $31K | Buy |
1,010
+395
| +64% | +$12.1K | ﹤0.01% | 1940 |
|
|
2022
Q2 | $18K | Sell |
615
-181
| -23% | -$5.3K | ﹤0.01% | 2195 |
|
|
2022
Q1 | $28K | Buy |
796
+458
| +136% | +$16.1K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $14K | Buy |
+338
| New | +$14K | ﹤0.01% | 2171 |
|