Carson Wealth (CWM LLC)’s BrightView Holdings BV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
6,364
+2,946
| +86% | +$49.1K | ﹤0.01% | 2656 |
|
|
2025
Q1 | $44K | Buy |
3,418
+1,264
| +59% | +$16.3K | ﹤0.01% | 3075 |
|
|
2024
Q4 | $34K | Buy |
2,154
+741
| +52% | +$11.7K | ﹤0.01% | 3071 |
|
|
2024
Q3 | $22K | Buy |
1,413
+228
| +19% | +$3.55K | ﹤0.01% | 3285 |
|
|
2024
Q2 | $16K | Buy |
1,185
+83
| +8% | +$1.12K | ﹤0.01% | 3250 |
|
|
2024
Q1 | $13K | Buy |
1,102
+478
| +77% | +$5.64K | ﹤0.01% | 3166 |
|
|
2023
Q4 | $5K | Buy |
624
+61
| +11% | +$489 | ﹤0.01% | 3481 |
|
|
2023
Q3 | $4K | Buy |
563
+159
| +39% | +$1.13K | ﹤0.01% | 3531 |
|
|
2023
Q2 | $3K | Buy |
404
+334
| +477% | +$2.48K | ﹤0.01% | 3602 |
|
|
2023
Q1 | $0 | Sell |
70
-228
| -77% | – | ﹤0.01% | 4050 |
|
|
2022
Q4 | $2K | Buy |
+298
| New | +$2K | ﹤0.01% | 3506 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$3K | – | 3901 |
|
|
2022
Q2 | $3K | Buy |
280
+108
| +63% | +$1.16K | ﹤0.01% | 3162 |
|
|
2022
Q1 | $2K | Buy |
+172
| New | +$2K | ﹤0.01% | 3125 |
|
|
2021
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2021
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2019
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2019
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2019
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 2599 |
|
|
2019
Q1 | $2K | Sell |
114
-184,826
| -100% | -$3.24M | ﹤0.01% | 2599 |
|
|
2018
Q4 | $1.89M | Buy |
184,940
+11,726
| +7% | +$120K | 0.05% | 288 |
|
|
2018
Q3 | $2.78M | Buy |
+173,214
| New | +$2.78M | 0.07% | 231 |
|