BWM
LOVE icon

BCGM Wealth Management’s LoveSac LOVE Stock Holding History

BCGM Wealth Management’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71M Buy
251,440
+9,908
+4% +$131K 0.93% 39
2025
Q4 		$3.56M Buy
241,532
+105,349
+77% +$1.49M 0.91% 37
2025
Q3 		$2.31M Sell
136,183
-2,887
-2% -$53.7K 0.6% 51
2025
Q2 		$2.53M Sell
139,070
-8,556
-6% -$162K 0.71% 48
2025
Q1 		$2.68M Buy
147,626
+11,647
+9% +$255K 0.82% 38
2024
Q4 		$3.22M Buy
135,979
+1,615
+1% +$48.4K 1.02% 29
2024
Q3 		$3.85M Buy
134,364
+1,023
+0.8% +$25.6K 1.25% 24
2024
Q2 		$3.01M Buy
133,341
+200
+0.2% +$4.83K 1.04% 27
2024
Q1 		$3.01M Buy
133,141
+4,450
+3% +$104K 1.08% 28
2023
Q4 		$3.29M Buy
128,691
+6,858
+6% +$137K 1.34% 19
2023
Q3 		$2.43M Buy
121,833
+31,466
+35% +$776K 1.12% 28
2023
Q2 		$2.44M Buy
90,367
+19,776
+28% +$504K 1.07% 26
2023
Q1 		$2.04M Sell
70,591
-6,039
-8% -$159K 1.03% 28
2022
Q4 		$1.69M Buy
76,630
+7,008
+10% +$157K 0.82% 33
2022
Q3 		$1.6M Buy
69,622
+47,890
+220% +$1.47M 0.8% 32
2022
Q2 		$677K Buy
21,732
+480
+2% +$18.7K 0.34% 58
2022
Q1 		$932K Buy
21,252
+15,708
+283% +$753K 0.51% 45
2021
Q4 		$367K Buy
5,544
+1,709
+45% +$125K 0.2% 79
2021
Q3 		$299K Buy
+3,835
New +$240K 0.17% 82

Other funds holding LOVE

AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return