Carson Wealth (CWM LLC)’s Birkenstock BIRK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
5,407
+2,274
+73% +$112K ﹤0.01% 1944
2025
Q1
$144K Buy
3,133
+809
+35% +$37.2K ﹤0.01% 2129
2024
Q4
$132K Buy
2,324
+24
+1% +$1.36K ﹤0.01% 2095
2024
Q3
$113K Buy
2,300
+16
+0.7% +$786 ﹤0.01% 2125
2024
Q2
$124K Buy
2,284
+103
+5% +$5.59K ﹤0.01% 1839
2024
Q1
$103K Buy
2,181
+1,705
+358% +$80.5K ﹤0.01% 1865
2023
Q4
$23K Buy
+476
New +$23K ﹤0.01% 2674