Carson Wealth (CWM LLC)’s B&G Foods BGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
24,162
+16,644
| +221% | +$70.3K | ﹤0.01% | 2697 |
|
|
2025
Q1 | $52K | Buy |
7,518
+2,855
| +61% | +$19.7K | ﹤0.01% | 2946 |
|
|
2024
Q4 | $32K | Sell |
4,663
-9,511
| -67% | -$65.3K | ﹤0.01% | 3117 |
|
|
2024
Q3 | $126K | Sell |
14,174
-295
| -2% | -$2.62K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $117K | Buy |
14,469
+7,231
| +100% | +$58.5K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $83K | Buy |
7,238
+981
| +16% | +$11.2K | ﹤0.01% | 1987 |
|
|
2023
Q4 | $66K | Buy |
6,257
+2,287
| +58% | +$24.1K | ﹤0.01% | 2007 |
|
|
2023
Q3 | $39K | Sell |
3,970
-1,381
| -26% | -$13.6K | ﹤0.01% | 2214 |
|
|
2023
Q2 | $74K | Buy |
5,351
+433
| +9% | +$5.99K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $76K | Buy |
4,918
+893
| +22% | +$13.8K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $45K | Buy |
4,025
+842
| +26% | +$9.41K | ﹤0.01% | 1792 |
|
|
2022
Q3 | $52K | Buy |
3,183
+829
| +35% | +$13.5K | ﹤0.01% | 1634 |
|
|
2022
Q2 | $56K | Buy |
2,354
+927
| +65% | +$22.1K | ﹤0.01% | 1571 |
|
|
2022
Q1 | $39K | Buy |
1,427
+480
| +51% | +$13.1K | ﹤0.01% | 1709 |
|
|
2021
Q4 | $29K | Buy |
+947
| New | +$29K | ﹤0.01% | 1786 |
|
|
2021
Q2 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q1 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q4 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q3 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q2 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q1 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q4 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q3 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q2 | $27K | Hold |
827
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q1 | $27K | Sell |
827
-107
| -11% | -$3.49K | ﹤0.01% | 1653 |
|
|
2018
Q4 | $27K | Buy |
934
+66
| +8% | +$1.91K | ﹤0.01% | 1039 |
|
|
2018
Q3 | $24K | Buy |
+868
| New | +$24K | ﹤0.01% | 908 |
|