Carson Wealth (CWM LLC)’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $0 | Buy |
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