Carson Wealth (CWM LLC)’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $687K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $182K | Buy |
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|
2024
Q3 | $158K | Buy |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $116K | Hold |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $116K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $116K | Sell |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $315K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
|