Carson Wealth (CWM LLC)’s Saul Centers BFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.5K | Sell |
1,427
-17
| -1% | -$563 | ﹤0.01% | 3874 |
|
|
2025
Q4 | $46K | Buy |
1,444
+381
| +36% | +$11.7K | ﹤0.01% | 3656 |
|
|
2025
Q3 | $34K | Buy |
1,063
+215
| +25% | +$7.1K | ﹤0.01% | 3797 |
|
|
2025
Q2 | $29K | Buy |
848
+435
| +105% | +$14.7K | ﹤0.01% | 3662 |
|
|
2025
Q1 | $15K | Sell |
413
-260
| -39% | -$9.53K | ﹤0.01% | 3859 |
|
|
2024
Q4 | $26K | Sell |
673
-34
| -5% | -$1.36K | ﹤0.01% | 3254 |
|
|
2024
Q3 | $30K | Buy |
707
+278
| +65% | +$10.9K | ﹤0.01% | 3086 |
|
|
2024
Q2 | $16K | Buy |
429
+402
| +1,489% | +$14.7K | ﹤0.01% | 3250 |
|
|
2024
Q1 | $1K | Sell |
27
-205
| -88% | -$7.79K | ﹤0.01% | 4079 |
|
|
2023
Q4 | $9K | Buy |
232
+155
| +201% | +$5.68K | ﹤0.01% | 3226 |
|
|
2023
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 3633 |
|
|
2023
Q2 | $3K | Buy |
77
+27
| +54% | +$971 | ﹤0.01% | 3603 |
|
|
2023
Q1 | $2K | Sell |
50
-52
| -51% | -$2.08K | ﹤0.01% | 3616 |
|
|
2022
Q4 | $4K | Buy |
102
+34
| +50% | +$1.38K | ﹤0.01% | 3264 |
|
|
2022
Q3 | $3K | Buy |
68
+18
| +36% | +$830 | ﹤0.01% | 3267 |
|
|
2022
Q2 | $2K | Sell |
50
-251
| -83% | -$12.4K | ﹤0.01% | 3303 |
|
|
2022
Q1 | $16K | Buy |
301
+251
| +502% | +$12.3K | ﹤0.01% | 2212 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$2.49K | ﹤0.01% | 2940 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q1 | $2K | Buy |
+50
| New | +$2.65K | ﹤0.01% | 2619 |
|
Other funds holding BFS
VPM
VCM
