Carson Wealth (CWM LLC)’s Brady Corp BRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Buy |
12,810
+370
| +3% | +$32.2K | ﹤0.01% | 1515 |
|
|
2025
Q4 | $975K | Sell |
12,440
-2,140
| -15% | -$166K | ﹤0.01% | 1510 |
|
|
2025
Q3 | $1.14M | Buy |
14,580
+1,212
| +9% | +$89.6K | ﹤0.01% | 1335 |
|
|
2025
Q2 | $909K | Sell |
13,368
-690
| -5% | -$48K | ﹤0.01% | 1288 |
|
|
2025
Q1 | $993K | Sell |
14,058
-2,616
| -16% | -$190K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $1.23M | Sell |
16,674
-344
| -2% | -$25.6K | 0.01% | 972 |
|
|
2024
Q3 | $1.3M | Sell |
17,018
-192
| -1% | -$13.7K | 0.01% | 885 |
|
|
2024
Q2 | $1.14M | Sell |
17,210
-1,825
| -10% | -$114K | 0.01% | 827 |
|
|
2024
Q1 | $1.13M | Sell |
19,035
-1,819
| -9% | -$109K | 0.01% | 808 |
|
|
2023
Q4 | $1.22M | Sell |
20,854
-2,217
| -10% | -$122K | 0.01% | 728 |
|
|
2023
Q3 | $1.27M | Sell |
23,071
-1,800
| -7% | -$92.7K | 0.01% | 656 |
|
|
2023
Q2 | $1.18M | Sell |
24,871
-1,749
| -7% | -$87.9K | 0.01% | 650 |
|
|
2023
Q1 | $1.43M | Sell |
26,620
-184
| -0.7% | -$9.63K | 0.01% | 554 |
|
|
2022
Q4 | $1.26M | Buy |
26,804
+1,307
| +5% | +$59.9K | 0.01% | 545 |
|
|
2022
Q3 | $1.06M | Sell |
25,497
-593
| -2% | -$27.3K | 0.01% | 547 |
|
|
2022
Q2 | $1.23M | Sell |
26,090
-1,134
| -4% | -$52.1K | 0.01% | 515 |
|
|
2022
Q1 | $1.26M | Sell |
27,224
-4,182
| -13% | -$204K | 0.01% | 507 |
|
|
2021
Q4 | $1.69M | Buy |
+31,406
| New | +$1.65M | 0.01% | 472 |
|
|
2021
Q2 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2021
Q1 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2020
Q4 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2020
Q3 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2020
Q2 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2020
Q1 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2019
Q4 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2019
Q3 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2019
Q2 | $1.93M | Hold |
34,425
| – | – | 0.02% | 434 |
|
|
2019
Q1 | $1.93M | Buy |
34,425
+34,325
| +34,325% | +$1.58M | 0.02% | 434 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4.17K | ﹤0.01% | 1579 |
|
Other funds holding BRC
VPM
VCM
