Carson Wealth (CWM LLC)’s Veritex Holdings VBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
16,139
+2,316
| +17% | +$60.4K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $345K | Buy |
13,823
+2,653
| +24% | +$66.2K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $303K | Buy |
11,170
+2,362
| +27% | +$64.1K | ﹤0.01% | 1584 |
|
|
2024
Q3 | $232K | Buy |
8,808
+5,469
| +164% | +$144K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $70K | Buy |
3,339
+3,101
| +1,303% | +$65K | ﹤0.01% | 2229 |
|
|
2024
Q1 | $5K | Sell |
238
-132
| -36% | -$2.77K | ﹤0.01% | 3704 |
|
|
2023
Q4 | $9K | Buy |
370
+155
| +72% | +$3.77K | ﹤0.01% | 3256 |
|
|
2023
Q3 | $4K | Buy |
215
+72
| +50% | +$1.34K | ﹤0.01% | 3609 |
|
|
2023
Q2 | $3K | Sell |
143
-639
| -82% | -$13.4K | ﹤0.01% | 3704 |
|
|
2023
Q1 | $14K | Sell |
782
-295
| -27% | -$5.28K | ﹤0.01% | 2763 |
|
|
2022
Q4 | $30K | Buy |
1,077
+427
| +66% | +$11.9K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $17K | Buy |
650
+551
| +557% | +$14.4K | ﹤0.01% | 2346 |
|
|
2022
Q2 | $3K | Sell |
99
-133
| -57% | -$4.03K | ﹤0.01% | 3241 |
|
|
2022
Q1 | $9K | Buy |
232
+70
| +43% | +$2.72K | ﹤0.01% | 2565 |
|
|
2021
Q4 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 2664 |
|