Carolinas Wealth Consulting’s Banco Bradesco BBD Stock Holding History

Carolinas Wealth Consulting’s Portfolio BBD Stock Details BBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-121	Closed	-$270	–	86
2025 Q1	$270	Sell	121 -150	-55%	-$311	﹤0.01%	998
2024 Q4	$519	Sell	271 -40	-13%	-$94	﹤0.01%	1001
2024 Q3	$828	Hold	311	–	–	﹤0.01%	948
2024 Q2	$697	Buy	311 +43	+16%	+$111	﹤0.01%	961
2024 Q1	$766	Sell	268 -111	-29%	-$330	﹤0.01%	934
2023 Q4	$1.33K	Hold	379	–	–	﹤0.01%	795
2023 Q3	$1.06K	Buy	379 +60	+19%	+$190	﹤0.01%	822
2023 Q2	$1.1K	Sell	319 -40	-11%	-$124	﹤0.01%	894
2023 Q1	$941	Buy	359 +287	+399%	+$763	﹤0.01%	904
2022 Q4	$207	Buy	+72	New	+$233	﹤0.01%	1055

Other funds holding BBD

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carolinas Wealth Consulting's BBD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 121 shares — an estimated $270 sold.

Carolinas Wealth Consulting first reported a position in BBD in Q4 2022 and held it in 10 quarters. The position peaked at $1.33K in Q4 2023. 245 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 121 Banco Bradesco shares in Q2 2025, an estimated $270.
Carolinas Wealth Consulting first reported a position in Banco Bradesco in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's Banco Bradesco position peaked at $1.33K in Q4 2023.
245 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.