Carson Wealth (CWM LLC)’s Popular Inc BPOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
27,972
+12,316
| +79% | +$1.36M | 0.01% | 770 |
|
|
2025
Q1 | $1.45M | Buy |
15,656
+10,668
| +214% | +$985K | 0.01% | 954 |
|
|
2024
Q4 | $469K | Sell |
4,988
-48
| -1% | -$4.51K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $505K | Buy |
5,036
+2,494
| +98% | +$250K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $225K | Buy |
2,542
+773
| +44% | +$68.4K | ﹤0.01% | 1528 |
|
|
2024
Q1 | $156K | Buy |
1,769
+1,101
| +165% | +$97.1K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $55K | Buy |
668
+88
| +15% | +$7.25K | ﹤0.01% | 2110 |
|
|
2023
Q3 | $37K | Sell |
580
-26
| -4% | -$1.66K | ﹤0.01% | 2259 |
|
|
2023
Q2 | $37K | Buy |
606
+206
| +52% | +$12.6K | ﹤0.01% | 2200 |
|
|
2023
Q1 | $23K | Buy |
400
+300
| +300% | +$17.3K | ﹤0.01% | 2395 |
|
|
2022
Q4 | $7K | Sell |
100
-186
| -65% | -$13K | ﹤0.01% | 2979 |
|
|
2022
Q3 | $21K | Sell |
286
-76
| -21% | -$5.58K | ﹤0.01% | 2180 |
|
|
2022
Q2 | $28K | Buy |
362
+183
| +102% | +$14.2K | ﹤0.01% | 1916 |
|
|
2022
Q1 | $15K | Buy |
179
+45
| +34% | +$3.77K | ﹤0.01% | 2240 |
|
|
2021
Q4 | $11K | Buy |
+134
| New | +$11K | ﹤0.01% | 2283 |
|
|
2021
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2021
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2020
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2020
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2020
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2020
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q1 | $8K | Buy |
113
+72
| +176% | +$5.1K | ﹤0.01% | 2167 |
|
|
2018
Q4 | $2K | Buy |
41
+4
| +11% | +$195 | ﹤0.01% | 1715 |
|
|
2018
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1502 |
|
|
2017
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1180 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1036 |
|