Carson Wealth (CWM LLC)’s Trustco Bank Corp NY TRST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
6,504
-1,122
| -15% | -$37.4K | ﹤0.01% | 2109 |
|
|
2025
Q1 | $232K | Buy |
7,626
+1,440
| +23% | +$43.8K | ﹤0.01% | 1826 |
|
|
2024
Q4 | $206K | Sell |
6,186
-23
| -0.4% | -$766 | ﹤0.01% | 1805 |
|
|
2024
Q3 | $205K | Buy |
6,209
+1,644
| +36% | +$54.3K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $131K | Buy |
4,565
+3,860
| +548% | +$111K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $20K | Buy |
705
+35
| +5% | +$993 | ﹤0.01% | 2919 |
|
|
2023
Q4 | $21K | Buy |
670
+21
| +3% | +$658 | ﹤0.01% | 2755 |
|
|
2023
Q3 | $18K | Buy |
649
+512
| +374% | +$14.2K | ﹤0.01% | 2761 |
|
|
2023
Q2 | $4K | Sell |
137
-148
| -52% | -$4.32K | ﹤0.01% | 3564 |
|
|
2023
Q1 | $9K | Buy |
285
+5
| +2% | +$158 | ﹤0.01% | 3034 |
|
|
2022
Q4 | $11K | Sell |
280
-40
| -13% | -$1.57K | ﹤0.01% | 2764 |
|
|
2022
Q3 | $10K | Buy |
320
+47
| +17% | +$1.47K | ﹤0.01% | 2702 |
|
|
2022
Q2 | $8K | Sell |
273
-31
| -10% | -$908 | ﹤0.01% | 2739 |
|
|
2022
Q1 | $10K | Sell |
304
-2
| -0.7% | -$66 | ﹤0.01% | 2495 |
|
|
2021
Q4 | $10K | Buy |
+306
| New | +$10K | ﹤0.01% | 2364 |
|
|
2021
Q2 | $3K | Buy |
83
+66
| +388% | +$2.39K | ﹤0.01% | 2543 |
|
|
2021
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 2543 |
|