Carson Wealth (CWM LLC)’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Sell |
2,865
-17
| -0.6% | -$344 | ﹤0.01% | 3160 |
|
|
2025
Q1 | $45K | Sell |
2,882
-34
| -1% | -$531 | ﹤0.01% | 3067 |
|
|
2024
Q4 | $34K | Buy |
2,916
+623
| +27% | +$7.26K | ﹤0.01% | 3084 |
|
|
2024
Q3 | $39K | Sell |
2,293
-178
| -7% | -$3.03K | ﹤0.01% | 2886 |
|
|
2024
Q2 | $35K | Buy |
2,471
+1,270
| +106% | +$18K | ﹤0.01% | 2732 |
|
|
2024
Q1 | $21K | Buy |
1,201
+473
| +65% | +$8.27K | ﹤0.01% | 2888 |
|
|
2023
Q4 | $13K | Hold |
728
| – | – | ﹤0.01% | 3050 |
|
|
2023
Q3 | $11K | Buy |
728
+39
| +6% | +$589 | ﹤0.01% | 3100 |
|
|
2023
Q2 | $11K | Hold |
689
| – | – | ﹤0.01% | 3034 |
|
|
2023
Q1 | $9K | Buy |
689
+342
| +99% | +$4.47K | ﹤0.01% | 3033 |
|
|
2022
Q4 | $4K | Buy |
+347
| New | +$4K | ﹤0.01% | 3333 |
|
|
2016
Q4 | – | Sell |
-240
| Closed | -$3K | – | 1181 |
|
|
2016
Q3 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 887 |
|