Carson Wealth (CWM LLC)’s Bankunited BKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
9,278
+1,814
| +24% | +$64.5K | ﹤0.01% | 1798 |
|
|
2025
Q1 | $257K | Buy |
7,464
+1,798
| +32% | +$61.9K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $216K | Buy |
5,666
+1,458
| +35% | +$55.6K | ﹤0.01% | 1774 |
|
|
2024
Q3 | $153K | Buy |
4,208
+2,280
| +118% | +$82.9K | ﹤0.01% | 1910 |
|
|
2024
Q2 | $56K | Buy |
1,928
+1,455
| +308% | +$42.3K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $13K | Sell |
473
-16
| -3% | -$440 | ﹤0.01% | 3165 |
|
|
2023
Q4 | $16K | Sell |
489
-100
| -17% | -$3.27K | ﹤0.01% | 2892 |
|
|
2023
Q3 | $13K | Buy |
589
+29
| +5% | +$640 | ﹤0.01% | 2959 |
|
|
2023
Q2 | $12K | Sell |
560
-401
| -42% | -$8.59K | ﹤0.01% | 2963 |
|
|
2023
Q1 | $22K | Buy |
961
+283
| +42% | +$6.48K | ﹤0.01% | 2423 |
|
|
2022
Q4 | $23K | Buy |
678
+215
| +46% | +$7.29K | ﹤0.01% | 2258 |
|
|
2022
Q3 | $16K | Buy |
463
+154
| +50% | +$5.32K | ﹤0.01% | 2362 |
|
|
2022
Q2 | $11K | Sell |
309
-100
| -24% | -$3.56K | ﹤0.01% | 2505 |
|
|
2022
Q1 | $18K | Buy |
409
+174
| +74% | +$7.66K | ﹤0.01% | 2127 |
|
|
2021
Q4 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 2334 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2893 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2911 |
|