Carson Wealth (CWM LLC)’s Tejon Ranch TRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
674
+122
| +22% | +$1.99K | ﹤0.01% | 4257 |
|
|
2025
Q1 | $9K | Buy |
552
+72
| +15% | +$1.17K | ﹤0.01% | 4177 |
|
|
2024
Q4 | $8K | Sell |
480
-238
| -33% | -$3.97K | ﹤0.01% | 4013 |
|
|
2024
Q3 | $13K | Buy |
718
+120
| +20% | +$2.17K | ﹤0.01% | 3648 |
|
|
2024
Q2 | $10K | Sell |
598
-843
| -59% | -$14.1K | ﹤0.01% | 3569 |
|
|
2024
Q1 | $22K | Sell |
1,441
-138
| -9% | -$2.11K | ﹤0.01% | 2843 |
|
|
2023
Q4 | $27K | Buy |
1,579
+880
| +126% | +$15K | ﹤0.01% | 2580 |
|
|
2023
Q3 | $11K | Buy |
699
+83
| +13% | +$1.31K | ﹤0.01% | 3101 |
|
|
2023
Q2 | $11K | Buy |
616
+181
| +42% | +$3.23K | ﹤0.01% | 3035 |
|
|
2023
Q1 | $8K | Hold |
435
| – | – | ﹤0.01% | 3105 |
|
|
2022
Q4 | $8K | Hold |
435
| – | – | ﹤0.01% | 2958 |
|
|
2022
Q3 | $6K | Hold |
435
| – | – | ﹤0.01% | 3006 |
|
|
2022
Q2 | $7K | Hold |
435
| – | – | ﹤0.01% | 2829 |
|
|
2022
Q1 | $8K | Hold |
435
| – | – | ﹤0.01% | 2640 |
|
|
2021
Q4 | $8K | Buy |
+435
| New | +$8K | ﹤0.01% | 2495 |
|
|
2021
Q2 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2021
Q1 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2020
Q4 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2020
Q3 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2020
Q2 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2020
Q1 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2019
Q4 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2019
Q3 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2019
Q2 | $7K | Hold |
435
| – | – | ﹤0.01% | 2251 |
|
|
2019
Q1 | $7K | Buy |
+435
| New | +$7K | ﹤0.01% | 2251 |
|