Carson Wealth (CWM LLC)’s Banco Bradesco BBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
7,794
-911
| -10% | -$2.81K | ﹤0.01% | 3785 |
|
|
2025
Q1 | $19K | Buy |
8,705
+5,662
| +186% | +$12.4K | ﹤0.01% | 3694 |
|
|
2024
Q4 | $6K | Buy |
3,043
+347
| +13% | +$684 | ﹤0.01% | 4091 |
|
|
2024
Q3 | $7K | Buy |
2,696
+154
| +6% | +$400 | ﹤0.01% | 3918 |
|
|
2024
Q2 | $6K | Sell |
2,542
-5,072
| -67% | -$12K | ﹤0.01% | 3747 |
|
|
2024
Q1 | $22K | Sell |
7,614
-1,031
| -12% | -$2.98K | ﹤0.01% | 2814 |
|
|
2023
Q4 | $30K | Sell |
8,645
-2,051
| -19% | -$7.12K | ﹤0.01% | 2503 |
|
|
2023
Q3 | $30K | Sell |
10,696
-19
| -0.2% | -$53 | ﹤0.01% | 2402 |
|
|
2023
Q2 | $37K | Buy |
10,715
+2,065
| +24% | +$7.13K | ﹤0.01% | 2198 |
|
|
2023
Q1 | $23K | Buy |
8,650
+5,711
| +194% | +$15.2K | ﹤0.01% | 2392 |
|
|
2022
Q4 | $8K | Buy |
2,939
+1,677
| +133% | +$4.57K | ﹤0.01% | 2904 |
|
|
2022
Q3 | $5K | Sell |
1,262
-2,624
| -68% | -$10.4K | ﹤0.01% | 3034 |
|
|
2022
Q2 | $13K | Buy |
3,886
+2,529
| +186% | +$8.46K | ﹤0.01% | 2400 |
|
|
2022
Q1 | $6K | Buy |
1,357
+441
| +48% | +$1.95K | ﹤0.01% | 2720 |
|
|
2021
Q4 | $3K | Buy |
+916
| New | +$3K | ﹤0.01% | 2926 |
|
|
2021
Q2 | $3K | Sell |
706
-71
| -9% | -$302 | ﹤0.01% | 2474 |
|
|
2021
Q1 | $3K | Hold |
777
| – | – | ﹤0.01% | 2474 |
|
|
2020
Q4 | $3K | Hold |
777
| – | – | ﹤0.01% | 2474 |
|
|
2020
Q3 | $3K | Hold |
777
| – | – | ﹤0.01% | 2474 |
|
|
2020
Q2 | $3K | Sell |
777
-78
| -9% | -$301 | ﹤0.01% | 2474 |
|
|
2020
Q1 | $3K | Hold |
855
| – | – | ﹤0.01% | 2474 |
|
|
2019
Q4 | $3K | Hold |
855
| – | – | ﹤0.01% | 2474 |
|
|
2019
Q3 | $3K | Hold |
855
| – | – | ﹤0.01% | 2474 |
|
|
2019
Q2 | $3K | Sell |
855
-170
| -17% | -$596 | ﹤0.01% | 2474 |
|
|
2019
Q1 | $3K | Buy |
+1,025
| New | +$3K | ﹤0.01% | 2474 |
|
|
2018
Q3 | – | Sell |
-129
| Closed | -$1K | – | 1834 |
|
|
2018
Q2 | $1K | Buy |
+129
| New | +$1K | ﹤0.01% | 1475 |
|