Carson Wealth (CWM LLC)’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
36
-4
| -10% | -$111 | ﹤0.01% | 4965 |
|
|
2025
Q1 | $1K | Buy |
40
+4
| +11% | +$100 | ﹤0.01% | 4857 |
|
|
2024
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 4658 |
|
|
2024
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 4515 |
|
|
2024
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 4311 |
|
|
2024
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 4074 |
|
|
2023
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3895 |
|
|
2023
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3925 |
|