Carson Wealth (CWM LLC)’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Buy |
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|
2025
Q2 | $75K | Buy |
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|
2025
Q1 | $55K | Buy |
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|
2024
Q4 | $50K | Buy |
|
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|
2024
Q3 | $39K | Buy |
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|
2024
Q2 | $18K | Buy |
|
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|
2024
Q1 | $1K | Hold |
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|
2023
Q4 | $1K | Sell |
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|
2023
Q3 | $1K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $13K | Sell |
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|
2022
Q4 | $32K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $0 | Buy |
|