Carson Wealth (CWM LLC)’s Brookfield Business Corp BBUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Buy |
1,176
+238
| +25% | +$7.49K | ﹤0.01% | 3488 |
|
|
2025
Q1 | $25K | Buy |
938
+126
| +16% | +$3.36K | ﹤0.01% | 3500 |
|
|
2024
Q4 | $20K | Buy |
812
+21
| +3% | +$517 | ﹤0.01% | 3424 |
|
|
2024
Q3 | $20K | Buy |
791
+137
| +21% | +$3.46K | ﹤0.01% | 3340 |
|
|
2024
Q2 | $13K | Sell |
654
-198
| -23% | -$3.94K | ﹤0.01% | 3368 |
|
|
2024
Q1 | $21K | Buy |
852
+264
| +45% | +$6.51K | ﹤0.01% | 2854 |
|
|
2023
Q4 | $14K | Buy |
588
+431
| +275% | +$10.3K | ﹤0.01% | 2967 |
|
|
2023
Q3 | $3K | Buy |
157
+121
| +336% | +$2.31K | ﹤0.01% | 3628 |
|
|
2023
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3899 |
|