Carson Wealth (CWM LLC)’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
6,577
+922
| +16% | +$33.6K | ﹤0.01% | 2012 |
|
|
2025
Q1 | $195K | Buy |
5,655
+502
| +10% | +$17.3K | ﹤0.01% | 1936 |
|
|
2024
Q4 | $182K | Buy |
5,153
+193
| +4% | +$6.82K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $158K | Buy |
4,960
+177
| +4% | +$5.64K | ﹤0.01% | 1887 |
|
|
2024
Q2 | $144K | Buy |
4,783
+611
| +15% | +$18.4K | ﹤0.01% | 1763 |
|
|
2024
Q1 | $117K | Sell |
4,172
-21
| -0.5% | -$589 | ﹤0.01% | 1784 |
|
|
2023
Q4 | $117K | Sell |
4,193
-436
| -9% | -$12.2K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $101K | Sell |
4,629
-483
| -9% | -$10.5K | ﹤0.01% | 1625 |
|
|
2023
Q2 | $108K | Sell |
5,112
-42,299
| -89% | -$894K | ﹤0.01% | 1530 |
|
|
2023
Q1 | $1.17M | Buy |
47,411
+1,528
| +3% | +$37.7K | 0.01% | 619 |
|
|
2022
Q4 | $1.6M | Sell |
45,883
-90
| -0.2% | -$3.14K | 0.01% | 483 |
|
|
2022
Q3 | $1.41M | Sell |
45,973
-1,099
| -2% | -$33.7K | 0.01% | 470 |
|
|
2022
Q2 | $1.37M | Sell |
47,072
-2,310
| -5% | -$67.4K | 0.01% | 479 |
|
|
2022
Q1 | $1.5M | Sell |
49,382
-6,958
| -12% | -$211K | 0.01% | 463 |
|
|
2021
Q4 | $1.83M | Buy |
+56,340
| New | +$1.83M | 0.01% | 447 |
|
|
2021
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q1 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q4 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q3 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q1 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q4 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q3 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q2 | $116K | Hold |
3,762
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q1 | $116K | Sell |
3,762
-5,600
| -60% | -$173K | ﹤0.01% | 1083 |
|
|
2018
Q4 | $266K | Hold |
9,362
| – | – | 0.01% | 544 |
|
|
2018
Q3 | $315K | Buy |
9,362
+200
| +2% | +$6.73K | 0.01% | 437 |
|
|
2018
Q2 | $299K | Buy |
+9,162
| New | +$299K | 0.01% | 375 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$2K | – | 1535 |
|
|
2017
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1310 |
|