Carson Wealth (CWM LLC)’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $634K | Buy |
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|
2025
Q2 | $421K | Buy |
|
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|
2025
Q1 | $345K | Buy |
|
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|
2024
Q4 | $303K | Buy |
|
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|
2024
Q3 | $232K | Buy |
|
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|
2024
Q2 | $70K | Buy |
|
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|
2024
Q1 | $5K | Sell |
|
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|
2023
Q4 | $9K | Buy |
|
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|
2023
Q3 | $4K | Buy |
|
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|
2023
Q2 | $3K | Sell |
|
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|
2023
Q1 | $14K | Sell |
|
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|
2022
Q4 | $30K | Buy |
|
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|
2022
Q3 | $17K | Buy |
|
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|
2022
Q2 | $3K | Sell |
|
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $6K | Buy |
|