Carson Wealth (CWM LLC)’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
64,777
+4,899
| +8% | +$77K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $811K | Buy |
59,878
+843
| +1% | +$11.4K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $936K | Sell |
59,035
-2,793
| -5% | -$44.3K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $865K | Sell |
61,828
-2,149
| -3% | -$30.1K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $733K | Buy |
63,977
+348
| +0.5% | +$3.99K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $732K | Buy |
63,629
+9
| +0% | +$104 | ﹤0.01% | 985 |
|
|
2023
Q4 | $907K | Sell |
63,620
-319
| -0.5% | -$4.55K | ﹤0.01% | 849 |
|
|
2023
Q3 | $673K | Buy |
63,939
+63,834
| +60,794% | +$672K | ﹤0.01% | 883 |
|
|
2023
Q2 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 4050 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | – | – | 4307 |
|
|
2022
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4209 |
|