Carson Wealth (CWM LLC)’s Third Coast Bancshares TCBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Sell |
1,958
-197
| -9% | -$6.44K | ﹤0.01% | 3086 |
|
|
2025
Q1 | $72K | Buy |
2,155
+225
| +12% | +$7.52K | ﹤0.01% | 2689 |
|
|
2024
Q4 | $66K | Buy |
1,930
+210
| +12% | +$7.18K | ﹤0.01% | 2588 |
|
|
2024
Q3 | $46K | Buy |
1,720
+811
| +89% | +$21.7K | ﹤0.01% | 2754 |
|
|
2024
Q2 | $19K | Buy |
909
+675
| +288% | +$14.1K | ﹤0.01% | 3156 |
|
|
2024
Q1 | $5K | Buy |
+234
| New | +$5K | ﹤0.01% | 3696 |
|