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

Carson Wealth (CWM LLC)’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
15,594
+9,873
+173% +$45.9K ﹤0.01% 3750
2025
Q4 		$31K Buy
5,721
+1,081
+23% +$7.06K ﹤0.01% 3922
2025
Q3 		$30K Buy
4,640
+3,265
+237% +$20.9K ﹤0.01% 3876
2025
Q2 		$9K Sell
1,375
-422
-23% -$1.52K ﹤0.01% 4336
2025
Q1 		$5K Sell
1,797
-632
-26% -$3.01K ﹤0.01% 4428
2024
Q4 		$11K Buy
2,429
+39
+2% +$88 ﹤0.01% 3795
2024
Q3 		$3K Buy
2,390
+348
+17% +$514 ﹤0.01% 4240
2024
Q2 		$3K Buy
2,042
+38
+2% +$59 ﹤0.01% 4038
2024
Q1 		$4K Sell
2,004
-1,000
-33% -$2.21K ﹤0.01% 3729
2023
Q4 		$6K Hold
3,004
– – ﹤0.01% 3399
2023
Q3 		$5K Buy
+3,004
New +$5.22K ﹤0.01% 3420

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