Carson Wealth (CWM LLC)’s Ballard Power Systems BLDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242 | Hold |
100
| – | – | ﹤0.01% | 5520 |
|
|
2025
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 5378 |
|
|
2025
Q3 | $0 | Sell |
100
-200
| -67% | -$409 | ﹤0.01% | 5271 |
|
|
2025
Q2 | $0 | Hold |
300
| – | – | ﹤0.01% | 5121 |
|
|
2025
Q1 | $0 | Hold |
300
| – | – | ﹤0.01% | 5057 |
|
|
2024
Q4 | $0 | Sell |
300
-30
| -9% | -$47 | ﹤0.01% | 4913 |
|
|
2024
Q3 | $1K | Buy |
330
+200
| +154% | +$400 | ﹤0.01% | 4524 |
|
|
2024
Q2 | $0 | Sell |
130
-850
| -87% | -$2.42K | ﹤0.01% | 4597 |
|
|
2024
Q1 | $3K | Buy |
980
+30
| +3% | +$94 | ﹤0.01% | 3820 |
|
|
2023
Q4 | $4K | Buy |
950
+632
| +199% | +$2.25K | ﹤0.01% | 3572 |
|
|
2023
Q3 | $1K | Sell |
318
-436
| -58% | -$1.87K | ﹤0.01% | 3932 |
|
|
2023
Q2 | $3K | Buy |
754
+100
| +15% | +$456 | ﹤0.01% | 3607 |
|
|
2023
Q1 | $4K | Hold |
654
| – | – | ﹤0.01% | 3359 |
|
|
2022
Q4 | $3K | Hold |
654
| – | – | ﹤0.01% | 3376 |
|
|
2022
Q3 | $4K | Sell |
654
-380
| -37% | -$2.84K | ﹤0.01% | 3137 |
|
|
2022
Q2 | $7K | Buy |
1,034
+100
| +11% | +$800 | ﹤0.01% | 2777 |
|
|
2022
Q1 | $11K | Buy |
934
+294
| +46% | +$3.13K | ﹤0.01% | 2401 |
|
|
2021
Q4 | $8K | Buy |
+640
| New | +$9.68K | ﹤0.01% | 2458 |
|
|
2021
Q2 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2021
Q1 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q3 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q2 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q1 | $4K | Hold |
214
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q3 | $4K | Hold |
214
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q2 | $4K | Hold |
214
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q1 | $4K | Buy |
+214
| New | +$701 | ﹤0.01% | 2408 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | – | – | 987 |
|
|
2016
Q2 | $0 | Hold |
150
| – | – | ﹤0.01% | 795 |
|
|
2016
Q1 | $0 | Buy |
+150
| New | +$204 | ﹤0.01% | 753 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | – | – | 688 |
|
|
2015
Q3 | $0 | Buy |
+150
| New | +$204 | ﹤0.01% | 640 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | – | – | 186 |
|
|
2013
Q4 | $0 | Buy |
+150
| New | +$214 | ﹤0.01% | 631 |
|
Other funds holding BLDP
Carson Wealth (CWM LLC)'s BLDP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) held its Ballard Power Systems (BLDP) position steady in Q1 2026 at 100 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #5520.
Carson Wealth (CWM LLC) first reported a position in BLDP in Q4 2013 and has held it in 32 quarters since. The position peaked at $11K in Q1 2022. 150 funds tracked by Wall St. Rank hold BLDP as of Q1 2026.
- Carson Wealth (CWM LLC) held 100 shares of Ballard Power Systems worth $242 as of Q1 2026.
- Carson Wealth (CWM LLC) left its Ballard Power Systems share count unchanged in Q1 2026.
- Ballard Power Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5520 holding.
- Carson Wealth (CWM LLC) first reported a position in Ballard Power Systems in Q4 2013 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Ballard Power Systems position peaked at $11K in Q1 2022.
- 150 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.