Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Third Coast Bancshares TCBX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$93K Buy
2025
Q2 		$64K Sell
2025
Q1 		$72K Buy
2024
Q4 		$66K Buy
2024
Q3 		$46K Buy
2024
Q2 		$19K Buy
2024
Q1 		$5K Buy