Carson Wealth (CWM LLC)’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,542
| Closed | -$211K | – | 5382 |
|
|
2025
Q1 | $211K | Buy |
7,542
+376
| +5% | +$10.5K | ﹤0.01% | 1892 |
|
|
2024
Q4 | $242K | Buy |
7,166
+80
| +1% | +$2.7K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $222K | Buy |
7,086
+1,525
| +27% | +$47.8K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $135K | Buy |
5,561
+2,073
| +59% | +$50.3K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $81K | Buy |
3,488
+995
| +40% | +$23.1K | ﹤0.01% | 2009 |
|
|
2023
Q4 | $68K | Buy |
2,493
+276
| +12% | +$7.53K | ﹤0.01% | 1997 |
|
|
2023
Q3 | $48K | Buy |
2,217
+512
| +30% | +$11.1K | ﹤0.01% | 2094 |
|
|
2023
Q2 | $39K | Buy |
1,705
+469
| +38% | +$10.7K | ﹤0.01% | 2171 |
|
|
2023
Q1 | $32K | Sell |
1,236
-97
| -7% | -$2.51K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $47K | Sell |
1,333
-3,427
| -72% | -$121K | ﹤0.01% | 1785 |
|
|
2022
Q3 | $168K | Sell |
4,760
-6
| -0.1% | -$212 | ﹤0.01% | 1121 |
|
|
2022
Q2 | $186K | Sell |
4,766
-568
| -11% | -$22.2K | ﹤0.01% | 1070 |
|
|
2022
Q1 | $240K | Buy |
5,334
+645
| +14% | +$29K | ﹤0.01% | 963 |
|
|
2021
Q4 | $225K | Buy |
+4,689
| New | +$225K | ﹤0.01% | 972 |
|
|
2021
Q2 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2020
Q4 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2020
Q3 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2020
Q2 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2020
Q1 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2019
Q4 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2019
Q3 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2019
Q2 | $203K | Hold |
4,609
| – | – | ﹤0.01% | 899 |
|
|
2019
Q1 | $203K | Buy |
4,609
+3,598
| +356% | +$158K | ﹤0.01% | 899 |
|
|
2018
Q4 | $32K | Buy |
1,011
+8
| +0.8% | +$253 | ﹤0.01% | 999 |
|
|
2018
Q3 | $39K | Buy |
1,003
+7
| +0.7% | +$272 | ﹤0.01% | 797 |
|
|
2018
Q2 | $41K | Buy |
996
+6
| +0.6% | +$247 | ﹤0.01% | 675 |
|
|
2018
Q1 | $38K | Buy |
990
+7
| +0.7% | +$269 | ﹤0.01% | 604 |
|
|
2017
Q4 | $38K | Hold |
983
| – | – | ﹤0.01% | 576 |
|
|
2017
Q3 | $41K | Hold |
983
| – | – | ﹤0.01% | 555 |
|
|
2017
Q2 | $40K | Buy |
+983
| New | +$40K | ﹤0.01% | 506 |
|