Carson Wealth (CWM LLC)’s Turning Point Brands TPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
2,168
-76
| -3% | -$5.75K | ﹤0.01% | 2348 |
|
|
2025
Q1 | $133K | Sell |
2,244
-75
| -3% | -$4.45K | ﹤0.01% | 2189 |
|
|
2024
Q4 | $139K | Buy |
2,319
+1,208
| +109% | +$72.4K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $48K | Buy |
1,111
+436
| +65% | +$18.8K | ﹤0.01% | 2725 |
|
|
2024
Q2 | $22K | Buy |
675
+544
| +415% | +$17.7K | ﹤0.01% | 3059 |
|
|
2024
Q1 | $4K | Buy |
131
+6
| +5% | +$183 | ﹤0.01% | 3792 |
|
|
2023
Q4 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 3740 |
|