Carson Wealth (CWM LLC)’s B&G Foods BGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Buy |
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|
2025
Q2 | $102K | Buy |
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|
2025
Q1 | $52K | Buy |
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|
2024
Q4 | $32K | Sell |
|
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|
2024
Q3 | $126K | Sell |
|
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|
2024
Q2 | $117K | Buy |
|
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|
2024
Q1 | $83K | Buy |
|
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|
2023
Q4 | $66K | Buy |
|
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|
2023
Q3 | $39K | Sell |
|
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|
2023
Q2 | $74K | Buy |
|
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|
2023
Q1 | $76K | Buy |
|
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|
2022
Q4 | $45K | Buy |
|
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|
2022
Q3 | $52K | Buy |
|
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $39K | Buy |
|
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|
2021
Q4 | $29K | Buy |
|
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|
2021
Q2 | $27K | Hold |
|
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $27K | Hold |
|
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|
2020
Q2 | $27K | Hold |
|
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|
2020
Q1 | $27K | Hold |
|
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $27K | Hold |
|
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|
2019
Q2 | $27K | Hold |
|
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $24K | Buy |
|