Carson Wealth (CWM LLC)’s Bank First Corp BFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
669
+97
| +17% | +$11.5K | ﹤0.01% | 2908 |
|
|
2025
Q1 | $58K | Buy |
572
+365
| +176% | +$37K | ﹤0.01% | 2845 |
|
|
2024
Q4 | $21K | Buy |
207
+58
| +39% | +$5.88K | ﹤0.01% | 3392 |
|
|
2024
Q3 | $14K | Buy |
149
+94
| +171% | +$8.83K | ﹤0.01% | 3573 |
|
|
2024
Q2 | $5K | Buy |
55
+50
| +1,000% | +$4.55K | ﹤0.01% | 3839 |
|
|
2024
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4317 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$4K | – | 4162 |
|
|
2023
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 3354 |
|