Carson Wealth (CWM LLC)’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
2,463
+1,590
| +182% | +$25.2K | ﹤0.01% | 3459 |
|
|
2025
Q1 | $12K | Buy |
873
+150
| +21% | +$2.06K | ﹤0.01% | 3983 |
|
|
2024
Q4 | $10K | Buy |
723
+99
| +16% | +$1.37K | ﹤0.01% | 3844 |
|
|
2024
Q3 | $9K | Buy |
624
+273
| +78% | +$3.94K | ﹤0.01% | 3813 |
|
|
2024
Q2 | $4K | Buy |
351
+177
| +102% | +$2.02K | ﹤0.01% | 3931 |
|
|
2024
Q1 | $2K | Sell |
174
-8
| -4% | -$92 | ﹤0.01% | 3940 |
|
|
2023
Q4 | $2K | Sell |
182
-33
| -15% | -$363 | ﹤0.01% | 3780 |
|
|
2023
Q3 | $2K | Buy |
215
+45
| +26% | +$419 | ﹤0.01% | 3756 |
|
|
2023
Q2 | $2K | Buy |
170
+149
| +710% | +$1.75K | ﹤0.01% | 3751 |
|
|
2023
Q1 | $0 | Sell |
21
-23
| -52% | – | ﹤0.01% | 4053 |
|
|
2022
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 3695 |
|