Carson Wealth (CWM LLC)’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $152K | Sell |
6,010
-680
| -10% | -$17.2K | ﹤0.01% | 2953 |
|
|
2025
Q4 | $159K | Sell |
6,690
-16
| -0.2% | -$373 | ﹤0.01% | 2743 |
|
|
2025
Q3 | $157K | Sell |
6,706
-446
| -6% | -$10.7K | ﹤0.01% | 2626 |
|
|
2025
Q2 | $159K | Sell |
7,152
-1,367
| -16% | -$29.9K | ﹤0.01% | 2366 |
|
|
2025
Q1 | $196K | Sell |
8,519
-2,315
| -21% | -$54.5K | ﹤0.01% | 1932 |
|
|
2024
Q4 | $251K | Buy |
10,834
+2,529
| +30% | +$72.7K | ﹤0.01% | 1693 |
|
|
2024
Q3 | $289K | Buy |
8,305
+947
| +13% | +$32.3K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $238K | Buy |
7,358
+4,273
| +139% | +$142K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $105K | Sell |
3,085
-2,505
| -45% | -$95.3K | ﹤0.01% | 1852 |
|
|
2023
Q4 | $220K | Sell |
5,590
-152,274
| -96% | -$5.89M | ﹤0.01% | 1387 |
|
|
2023
Q3 | $6.03M | Buy |
157,864
+5,074
| +3% | +$213K | 0.04% | 333 |
|
|
2023
Q2 | $6.97M | Sell |
152,790
-13,728
| -8% | -$639K | 0.04% | 283 |
|
|
2023
Q1 | $7.46M | Sell |
166,518
-2,841
| -2% | -$128K | 0.05% | 260 |
|
|
2022
Q4 | $7.44M | Buy |
169,359
+136
| +0.1% | +$6.12K | 0.05% | 243 |
|
|
2022
Q3 | $7.1M | Buy |
169,223
+4,465
| +3% | +$217K | 0.06% | 234 |
|
|
2022
Q2 | $8.1M | Buy |
164,758
+2,636
| +2% | +$141K | 0.06% | 226 |
|
|
2022
Q1 | $8.99M | Buy |
162,122
+1,828
| +1% | +$96.9K | 0.06% | 218 |
|
|
2021
Q4 | $8.34M | Buy |
+160,294
| New | +$8.19M | 0.06% | 232 |
|
|
2021
Q2 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2021
Q1 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2020
Q4 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2020
Q3 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2020
Q2 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2020
Q1 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2019
Q4 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2019
Q3 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2019
Q2 | $8.14M | Hold |
165,142
| – | – | 0.06% | 225 |
|
|
2019
Q1 | $8.14M | Buy |
165,142
+135,020
| +448% | +$5.82M | 0.06% | 225 |
|
|
2018
Q4 | $1.19M | Buy |
30,122
+23,586
| +361% | +$965K | 0.03% | 353 |
|
|
2018
Q3 | $265K | Buy |
6,536
+6,363
| +3,678% | +$262K | 0.01% | 467 |
|
|
2018
Q2 | $7K | Buy |
+173
| New | +$7.26K | ﹤0.01% | 1094 |
|
|
2017
Q4 | – | Sell |
-491
| Closed | -$23K | – | 1454 |
|
|
2017
Q3 | $23K | Buy |
+491
| New | +$23K | ﹤0.01% | 674 |
|
|
2016
Q1 | – | Sell |
-27
| Closed | -$1K | – | 749 |
|
|
2015
Q4 | $1K | Sell |
27
-13
| -33% | -$548 | ﹤0.01% | 630 |
|
|
2015
Q3 | $2K | Buy |
+40
| New | +$1.64K | ﹤0.01% | 566 |
|
Other funds holding BCE
FDCDDQ
Carson Wealth (CWM LLC)'s BCE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its BCE (BCE) stake by 10% in Q1 2026, selling an estimated $17.2K and leaving 6,010 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.
Carson Wealth (CWM LLC) first reported a position in BCE in Q3 2015 and has held it in 34 quarters since. The position peaked at $8.99M in Q1 2022. 406 funds tracked by Wall St. Rank hold BCE as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,010 shares of BCE worth $152K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 680 BCE shares in Q1 2026, an estimated $17.2K.
- BCE made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2953 holding.
- Carson Wealth (CWM LLC) first reported a position in BCE in Q3 2015 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s BCE position peaked at $8.99M in Q1 2022.
- 406 funds tracked by Wall St. Rank held BCE as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.