Carson Wealth (CWM LLC)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
7,827
+147
| +2% | +$35.7K | 0.01% | 970 |
|
|
2025
Q1 | $1.86M | Buy |
7,680
+216
| +3% | +$52.4K | 0.01% | 852 |
|
|
2024
Q4 | $1.69M | Buy |
7,464
+192
| +3% | +$43.4K | 0.01% | 847 |
|
|
2024
Q3 | $1.56M | Buy |
7,272
+231
| +3% | +$49.7K | 0.01% | 810 |
|
|
2024
Q2 | $1.39M | Buy |
7,041
+522
| +8% | +$103K | 0.01% | 754 |
|
|
2024
Q1 | $1.34M | Buy |
6,519
+871
| +15% | +$178K | 0.01% | 743 |
|
|
2023
Q4 | $1.16M | Buy |
5,648
+431
| +8% | +$88.7K | 0.01% | 741 |
|
|
2023
Q3 | $934K | Buy |
5,217
+316
| +6% | +$56.6K | 0.01% | 784 |
|
|
2023
Q2 | $812K | Buy |
4,901
+1,421
| +41% | +$235K | 0.01% | 783 |
|
|
2023
Q1 | $510K | Buy |
3,480
+224
| +7% | +$32.8K | ﹤0.01% | 886 |
|
|
2022
Q4 | $437K | Buy |
3,256
+63
| +2% | +$8.46K | ﹤0.01% | 851 |
|
|
2022
Q3 | $461K | Buy |
3,193
+409
| +15% | +$59.1K | ﹤0.01% | 770 |
|
|
2022
Q2 | $397K | Buy |
2,784
+166
| +6% | +$23.7K | ﹤0.01% | 798 |
|
|
2022
Q1 | $408K | Buy |
2,618
+557
| +27% | +$86.8K | ﹤0.01% | 782 |
|
|
2021
Q4 | $377K | Buy |
+2,061
| New | +$377K | ﹤0.01% | 803 |
|
|
2021
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2020
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2019
Q4 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2019
Q3 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2019
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 814 |
|
|
2019
Q1 | $263K | Buy |
1,626
+884
| +119% | +$143K | ﹤0.01% | 814 |
|
|
2018
Q4 | $71K | Buy |
742
+49
| +7% | +$4.69K | ﹤0.01% | 789 |
|
|
2018
Q3 | $91K | Sell |
693
-20
| -3% | -$2.63K | ﹤0.01% | 633 |
|
|
2018
Q2 | $82K | Buy |
713
+20
| +3% | +$2.3K | ﹤0.01% | 548 |
|
|
2018
Q1 | $76K | Hold |
693
| – | – | ﹤0.01% | 486 |
|
|
2017
Q4 | $63K | Buy |
693
+41
| +6% | +$3.73K | ﹤0.01% | 494 |
|
|
2017
Q3 | $53K | Hold |
652
| – | – | ﹤0.01% | 509 |
|
|
2017
Q2 | $49K | Hold |
652
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $44K | Hold |
652
| – | – | ﹤0.01% | 476 |
|
|
2016
Q4 | $43K | Buy |
+652
| New | +$43K | ﹤0.01% | 467 |
|
|
2014
Q1 | – | Sell |
-239
| Closed | -$9K | – | 184 |
|
|
2013
Q4 | $9K | Buy |
+239
| New | +$9K | ﹤0.01% | 419 |
|