Carson Wealth (CWM LLC)’s Brighthouse Financial BHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
5,639
-205
| -4% | -$11K | ﹤0.01% | 1858 |
|
|
2025
Q1 | $339K | Sell |
5,844
-2,702
| -32% | -$157K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $411K | Buy |
8,546
+7,055
| +473% | +$339K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $67K | Buy |
1,491
+339
| +29% | +$15.2K | ﹤0.01% | 2462 |
|
|
2024
Q2 | $50K | Buy |
1,152
+207
| +22% | +$8.98K | ﹤0.01% | 2470 |
|
|
2024
Q1 | $49K | Buy |
945
+191
| +25% | +$9.9K | ﹤0.01% | 2303 |
|
|
2023
Q4 | $40K | Sell |
754
-128
| -15% | -$6.79K | ﹤0.01% | 2312 |
|
|
2023
Q3 | $43K | Buy |
882
+31
| +4% | +$1.51K | ﹤0.01% | 2154 |
|
|
2023
Q2 | $40K | Buy |
851
+356
| +72% | +$16.7K | ﹤0.01% | 2127 |
|
|
2023
Q1 | $22K | Buy |
495
+125
| +34% | +$5.56K | ﹤0.01% | 2421 |
|
|
2022
Q4 | $19K | Buy |
370
+86
| +30% | +$4.42K | ﹤0.01% | 2394 |
|
|
2022
Q3 | $12K | Buy |
284
+43
| +18% | +$1.82K | ﹤0.01% | 2548 |
|
|
2022
Q2 | $10K | Sell |
241
-24
| -9% | -$996 | ﹤0.01% | 2563 |
|
|
2022
Q1 | $14K | Buy |
265
+145
| +121% | +$7.66K | ﹤0.01% | 2281 |
|
|
2021
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 2600 |
|
|
2021
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2021
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q3 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q3 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q1 | $5K | Buy |
111
+85
| +327% | +$3.83K | ﹤0.01% | 2330 |
|
|
2018
Q4 | $1K | Buy |
26
+17
| +189% | +$654 | ﹤0.01% | 1836 |
|
|
2018
Q3 | $0 | Sell |
9
-39
| -81% | – | ﹤0.01% | 1837 |
|
|
2018
Q2 | $2K | Buy |
48
+38
| +380% | +$1.58K | ﹤0.01% | 1348 |
|
|
2018
Q1 | $1K | Sell |
10
-8
| -44% | -$800 | ﹤0.01% | 1249 |
|
|
2017
Q4 | $1K | Sell |
18
-9
| -33% | -$500 | ﹤0.01% | 1332 |
|
|
2017
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1265 |
|