Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Barrett Business Services BBSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$317K Buy
2025
Q2 		$44K Buy
2025
Q1 		$42K Buy
2024
Q4 		$42K Buy
2024
Q3 		$33K Buy
2024
Q2 		$28K Buy
2024
Q1 		$1K Sell
2023
Q4 		$139K Buy
2023
Q3 		$0 Buy
2023
Q1 		– Sell
2022
Q4 		$1K Buy