Carson Wealth (CWM LLC)’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $567 | Sell |
175
-1
| -0.6% | -$4 | ﹤0.01% | 5458 |
|
|
2025
Q4 | $1K | Buy |
176
+43
| +32% | +$189 | ﹤0.01% | 5169 |
|
|
2025
Q3 | $1K | Buy |
133
+39
| +41% | +$155 | ﹤0.01% | 5079 |
|
|
2025
Q2 | $0 | Buy |
94
+8
| +9% | +$30 | ﹤0.01% | 5114 |
|
|
2025
Q1 | $0 | Hold |
86
| – | – | ﹤0.01% | 5050 |
|
|
2024
Q4 | $0 | Sell |
86
-3,000
| -97% | -$7.97K | ﹤0.01% | 4902 |
|
|
2024
Q3 | $8K | Sell |
3,086
-1,430
| -32% | -$3.41K | ﹤0.01% | 3874 |
|
|
2024
Q2 | $11K | Buy |
4,516
+265
| +6% | +$739 | ﹤0.01% | 3465 |
|
|
2024
Q1 | $12K | Buy |
4,251
+465
| +12% | +$1.36K | ﹤0.01% | 3213 |
|
|
2023
Q4 | $13K | Buy |
3,786
+800
| +27% | +$3K | ﹤0.01% | 3021 |
|
|
2023
Q3 | $14K | Buy |
2,986
+751
| +34% | +$3.69K | ﹤0.01% | 2907 |
|
|
2023
Q2 | $12K | Sell |
2,235
-200
| -8% | -$969 | ﹤0.01% | 2963 |
|
|
2023
Q1 | $11K | Buy |
2,435
+9
| +0.4% | +$36 | ﹤0.01% | 2879 |
|
|
2022
Q4 | $8K | Sell |
2,426
-320
| -12% | -$1.42K | ﹤0.01% | 2906 |
|
|
2022
Q3 | $13K | Buy |
2,746
+5
| +0.2% | +$30 | ﹤0.01% | 2501 |
|
|
2022
Q2 | $15K | Sell |
2,741
-53
| -2% | -$314 | ﹤0.01% | 2299 |
|
|
2022
Q1 | $21K | Buy |
2,794
+2,304
| +470% | +$17.4K | ﹤0.01% | 2041 |
|
|
2021
Q4 | $5K | Buy |
+490
| New | +$4.91K | ﹤0.01% | 2697 |
|
|
2021
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2021
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q1 | $6K | Sell |
500
-1,500
| -75% | -$12.6K | ﹤0.01% | 2279 |
|
|
2018
Q4 | $14K | Buy |
+2,000
| New | +$17.6K | ﹤0.01% | 1228 |
|
|
2014
Q1 | – | Sell |
-185
| Closed | -$1K | – | 176 |
|
|
2013
Q4 | $1K | Buy |
185
+60
| +48% | +$424 | ﹤0.01% | 604 |
|
|
2013
Q3 | $1K | Buy |
+125
| New | +$1.21K | ﹤0.01% | 433 |
|
Other funds holding BB
FFH
F
VCM
HRCM
