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BWM Planning’s Core Laboratories CLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$749K Hold
65,036
0.26% 48
2025
Q1
$975K Hold
65,036
0.41% 42
2024
Q4
$1.13M Hold
65,036
0.49% 38
2024
Q3
$1.21M Buy
+65,036
New +$1.21M 0.53% 38