Carson Wealth (CWM LLC)’s Blackbaud BLKB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.1K | Sell |
1,711
-3,557
| -68% | -$178K | ﹤0.01% | 3602 |
|
|
2025
Q4 | $334K | Buy |
5,268
+2,887
| +121% | +$179K | ﹤0.01% | 2191 |
|
|
2025
Q3 | $153K | Buy |
2,381
+1,923
| +420% | +$126K | ﹤0.01% | 2656 |
|
|
2025
Q2 | $29K | Buy |
458
+313
| +216% | +$19.6K | ﹤0.01% | 3665 |
|
|
2025
Q1 | $9K | Buy |
145
+41
| +39% | +$2.91K | ﹤0.01% | 4141 |
|
|
2024
Q4 | $8K | Sell |
104
-34
| -25% | -$2.78K | ﹤0.01% | 3971 |
|
|
2024
Q3 | $12K | Buy |
138
+39
| +39% | +$3.11K | ﹤0.01% | 3662 |
|
|
2024
Q2 | $8K | Buy |
99
+15
| +18% | +$1.16K | ﹤0.01% | 3647 |
|
|
2024
Q1 | $6K | Sell |
84
-63
| -43% | -$4.81K | ﹤0.01% | 3558 |
|
|
2023
Q4 | $13K | Buy |
147
+39
| +36% | +$2.95K | ﹤0.01% | 3024 |
|
|
2023
Q3 | $8K | Buy |
108
+25
| +30% | +$1.84K | ﹤0.01% | 3228 |
|
|
2023
Q2 | $6K | Hold |
83
| – | – | ﹤0.01% | 3323 |
|
|
2023
Q1 | $6K | Sell |
83
-53
| -39% | -$3.17K | ﹤0.01% | 3187 |
|
|
2022
Q4 | $8K | Buy |
136
+56
| +70% | +$3.14K | ﹤0.01% | 2908 |
|
|
2022
Q3 | $4K | Buy |
80
+18
| +29% | +$970 | ﹤0.01% | 3138 |
|
|
2022
Q2 | $4K | Buy |
62
+14
| +29% | +$813 | ﹤0.01% | 3053 |
|
|
2022
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 3005 |
|
|
2021
Q4 | $4K | Buy |
+48
| New | +$3.71K | ﹤0.01% | 2799 |
|
|
2021
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2020
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2020
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2020
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2020
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 2410 |
|
|
2019
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q1 | $4K | Buy |
+48
| New | +$3.52K | ﹤0.01% | 2409 |
|
Other funds holding BLKB
CCG
VPM
VCM
GCM