Carson Wealth (CWM LLC)’s Bilibili BILI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Sell
1,966
-100
-5% -$2.14K ﹤0.01% 3405
2025
Q1
$39K Sell
2,066
-4
-0.2% -$76 ﹤0.01% 3175
2024
Q4
$37K Sell
2,070
-150
-7% -$2.68K ﹤0.01% 2997
2024
Q3
$52K Sell
2,220
-12
-0.5% -$281 ﹤0.01% 2651
2024
Q2
$34K Buy
2,232
+853
+62% +$13K ﹤0.01% 2738
2024
Q1
$15K Buy
1,379
+427
+45% +$4.65K ﹤0.01% 3071
2023
Q4
$12K Sell
952
-223
-19% -$2.81K ﹤0.01% 3066
2023
Q3
$16K Buy
1,175
+282
+32% +$3.84K ﹤0.01% 2818
2023
Q2
$13K Sell
893
-28
-3% -$408 ﹤0.01% 2902
2023
Q1
$22K Buy
921
+132
+17% +$3.15K ﹤0.01% 2422
2022
Q4
$19K Buy
789
+446
+130% +$10.7K ﹤0.01% 2395
2022
Q3
$5K Sell
343
-41
-11% -$598 ﹤0.01% 3037
2022
Q2
$10K Buy
384
+82
+27% +$2.14K ﹤0.01% 2564
2022
Q1
$8K Sell
302
-285
-49% -$7.55K ﹤0.01% 2588
2021
Q4
$27K Buy
+587
New +$27K ﹤0.01% 1819
2021
Q2
$84K Hold
686
﹤0.01% 1194
2021
Q1
$84K Hold
686
﹤0.01% 1194
2020
Q4
$84K Hold
686
﹤0.01% 1194
2020
Q3
$84K Hold
686
﹤0.01% 1194
2020
Q2
$84K Hold
686
﹤0.01% 1194
2020
Q1
$84K Hold
686
﹤0.01% 1194
2019
Q4
$84K Hold
686
﹤0.01% 1194
2019
Q3
$84K Hold
686
﹤0.01% 1194
2019
Q2
$84K Hold
686
﹤0.01% 1194
2019
Q1
$84K Buy
+686
New +$84K ﹤0.01% 1194