Carson Wealth (CWM LLC)’s Allbirds BIRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
85
+10
| +13% | +$118 | ﹤0.01% | 4967 |
|
|
2025
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 5047 |
|
|
2024
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 4660 |
|
|
2024
Q3 | $1K | Sell |
75
-3
| -4% | -$40 | ﹤0.01% | 4520 |
|
|
2024
Q2 | $1K | Buy |
78
+2
| +3% | +$26 | ﹤0.01% | 4316 |
|
|
2024
Q1 | $1K | Buy |
76
+1
| +1% | +$13 | ﹤0.01% | 4080 |
|
|
2023
Q4 | $2K | Sell |
75
-3
| -4% | -$80 | ﹤0.01% | 3775 |
|
|
2023
Q3 | $2K | Buy |
78
+3
| +4% | +$77 | ﹤0.01% | 3752 |
|
|
2023
Q2 | $2K | Sell |
75
-16
| -18% | -$427 | ﹤0.01% | 3745 |
|
|
2023
Q1 | $2K | Buy |
91
+7
| +8% | +$154 | ﹤0.01% | 3612 |
|
|
2022
Q4 | $4K | Buy |
84
+9
| +12% | +$429 | ﹤0.01% | 3262 |
|
|
2022
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 3038 |
|
|
2022
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 2848 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$23K | – | 3509 |
|
|
2021
Q4 | $23K | Buy |
+75
| New | +$23K | ﹤0.01% | 1907 |
|