Carson Wealth (CWM LLC)’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Sell |
1,263
-585
| -32% | -$36.6K | ﹤0.01% | 2916 |
|
|
2025
Q1 | $116K | Buy |
1,848
+737
| +66% | +$46.3K | ﹤0.01% | 2306 |
|
|
2024
Q4 | $75K | Buy |
1,111
+57
| +5% | +$3.85K | ﹤0.01% | 2479 |
|
|
2024
Q3 | $61K | Buy |
1,054
+164
| +18% | +$9.49K | ﹤0.01% | 2553 |
|
|
2024
Q2 | $44K | Buy |
890
+638
| +253% | +$31.5K | ﹤0.01% | 2564 |
|
|
2024
Q1 | $13K | Buy |
252
+27
| +12% | +$1.39K | ﹤0.01% | 3201 |
|
|
2023
Q4 | $14K | Buy |
225
+120
| +114% | +$7.47K | ﹤0.01% | 3007 |
|
|
2023
Q3 | $5K | Buy |
105
+58
| +123% | +$2.76K | ﹤0.01% | 3495 |
|
|
2023
Q2 | $3K | Buy |
47
+35
| +292% | +$2.23K | ﹤0.01% | 3696 |
|
|
2023
Q1 | $1K | Sell |
12
-7
| -37% | -$583 | ﹤0.01% | 3927 |
|
|
2022
Q4 | $1K | Buy |
19
+10
| +111% | +$526 | ﹤0.01% | 3844 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3761 |
|