Carson Wealth (CWM LLC)’s Boston Omaha BOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
233
-33
| -12% | -$425 | ﹤0.01% | 4739 |
|
|
2025
Q1 | $4K | Buy |
266
+21
| +9% | +$316 | ﹤0.01% | 4506 |
|
|
2024
Q4 | $3K | Buy |
245
+121
| +98% | +$1.48K | ﹤0.01% | 4381 |
|
|
2024
Q3 | $2K | Sell |
124
-130
| -51% | -$2.1K | ﹤0.01% | 4359 |
|
|
2024
Q2 | $3K | Buy |
254
+217
| +586% | +$2.56K | ﹤0.01% | 4041 |
|
|
2024
Q1 | $1K | Sell |
37
-11
| -23% | -$297 | ﹤0.01% | 4081 |
|
|
2023
Q4 | $1K | Sell |
48
-257
| -84% | -$5.35K | ﹤0.01% | 3900 |
|
|
2023
Q3 | $5K | Sell |
305
-143
| -32% | -$2.34K | ﹤0.01% | 3421 |
|
|
2023
Q2 | $8K | Buy |
448
+48
| +12% | +$857 | ﹤0.01% | 3182 |
|
|
2023
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 2987 |
|
|
2022
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 2734 |
|
|
2022
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 2728 |
|
|
2022
Q2 | $8K | Buy |
400
+200
| +100% | +$4K | ﹤0.01% | 2683 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2801 |
|
|
2021
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2602 |
|
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2270 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2270 |
|