Carson Wealth (CWM LLC)’s TriCo Bancshares TCBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Buy |
1,150
+34
| +3% | +$1.39K | ﹤0.01% | 3332 |
|
|
2025
Q1 | $45K | Buy |
1,116
+415
| +59% | +$16.7K | ﹤0.01% | 3066 |
|
|
2024
Q4 | $31K | Buy |
701
+106
| +18% | +$4.69K | ﹤0.01% | 3153 |
|
|
2024
Q3 | $25K | Buy |
595
+416
| +232% | +$17.5K | ﹤0.01% | 3232 |
|
|
2024
Q2 | $7K | Buy |
179
+151
| +539% | +$5.91K | ﹤0.01% | 3734 |
|
|
2024
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 4218 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$1K | – | 4439 |
|
|
2023
Q1 | $1K | Buy |
25
+9
| +56% | +$360 | ﹤0.01% | 3920 |
|
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 3838 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 3757 |
|
|
2022
Q2 | $1K | Sell |
16
-38
| -70% | -$2.38K | ﹤0.01% | 3628 |
|
|
2022
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 3212 |
|