Carson Wealth (CWM LLC)’s Braze BRZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
6,009
+532
| +10% | +$15K | ﹤0.01% | 2318 |
|
|
2025
Q1 | $198K | Buy |
5,477
+3,856
| +238% | +$139K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $68K | Buy |
1,621
+572
| +55% | +$24K | ﹤0.01% | 2555 |
|
|
2024
Q3 | $34K | Buy |
1,049
+784
| +296% | +$25.4K | ﹤0.01% | 2980 |
|
|
2024
Q2 | $10K | Buy |
265
+252
| +1,938% | +$9.51K | ﹤0.01% | 3522 |
|
|
2024
Q1 | $1K | Sell |
13
-16
| -55% | -$1.23K | ﹤0.01% | 4085 |
|
|
2023
Q4 | $2K | Buy |
29
+13
| +81% | +$897 | ﹤0.01% | 3779 |
|
|
2023
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 3931 |
|
|
2023
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 3907 |
|
|
2023
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3771 |
|