Carson Wealth (CWM LLC)’s BigBear.ai BBAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
1,375
-422
-23% -$2.76K ﹤0.01% 4332
2025
Q1
$5K Sell
1,797
-632
-26% -$1.76K ﹤0.01% 4420
2024
Q4
$11K Buy
2,429
+39
+2% +$177 ﹤0.01% 3793
2024
Q3
$3K Buy
2,390
+348
+17% +$437 ﹤0.01% 4238
2024
Q2
$3K Buy
2,042
+38
+2% +$56 ﹤0.01% 4036
2024
Q1
$4K Sell
2,004
-1,000
-33% -$2K ﹤0.01% 3727
2023
Q4
$6K Hold
3,004
﹤0.01% 3396
2023
Q3
$5K Buy
+3,004
New +$5K ﹤0.01% 3417