Carson Wealth (CWM LLC)’s BRC Inc BRCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
11,401
+5,318
| +87% | +$7K | ﹤0.01% | 4065 |
|
|
2025
Q1 | $13K | Buy |
6,083
+3,479
| +134% | +$7.44K | ﹤0.01% | 3939 |
|
|
2024
Q4 | $8K | Buy |
2,604
+934
| +56% | +$2.87K | ﹤0.01% | 3970 |
|
|
2024
Q3 | $6K | Sell |
1,670
-45
| -3% | -$162 | ﹤0.01% | 3983 |
|
|
2024
Q2 | $11K | Sell |
1,715
-91
| -5% | -$584 | ﹤0.01% | 3464 |
|
|
2024
Q1 | $8K | Buy |
1,806
+2
| +0.1% | +$9 | ﹤0.01% | 3437 |
|
|
2023
Q4 | $7K | Buy |
1,804
+304
| +20% | +$1.18K | ﹤0.01% | 3326 |
|
|
2023
Q3 | $5K | Buy |
1,500
+235
| +19% | +$783 | ﹤0.01% | 3423 |
|
|
2023
Q2 | $7K | Sell |
1,265
-424
| -25% | -$2.35K | ﹤0.01% | 3252 |
|
|
2023
Q1 | $9K | Buy |
1,689
+1,174
| +228% | +$6.26K | ﹤0.01% | 2990 |
|
|
2022
Q4 | $3K | Hold |
515
| – | – | ﹤0.01% | 3375 |
|
|
2022
Q3 | $4K | Buy |
515
+100
| +24% | +$777 | ﹤0.01% | 3138 |
|
|
2022
Q2 | $3K | Buy |
+415
| New | +$3K | ﹤0.01% | 3161 |
|