Carson Wealth (CWM LLC)’s Boston Properties BXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
7,213
+355
| +5% | +$24K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $461K | Sell |
6,858
-642
| -9% | -$43.2K | ﹤0.01% | 1478 |
|
|
2024
Q4 | $558K | Sell |
7,500
-214
| -3% | -$15.9K | ﹤0.01% | 1336 |
|
|
2024
Q3 | $621K | Buy |
7,714
+430
| +6% | +$34.6K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $448K | Buy |
7,284
+965
| +15% | +$59.4K | ﹤0.01% | 1229 |
|
|
2024
Q1 | $413K | Buy |
6,319
+119
| +2% | +$7.78K | ﹤0.01% | 1201 |
|
|
2023
Q4 | $435K | Buy |
6,200
+862
| +16% | +$60.5K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $318K | Buy |
5,338
+163
| +3% | +$9.71K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $298K | Buy |
5,175
+2,527
| +95% | +$146K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $143K | Buy |
2,648
+1,374
| +108% | +$74.2K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $86K | Buy |
1,274
+205
| +19% | +$13.8K | ﹤0.01% | 1440 |
|
|
2022
Q3 | $80K | Sell |
1,069
-904
| -46% | -$67.7K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $176K | Buy |
1,973
+580
| +42% | +$51.7K | ﹤0.01% | 1087 |
|
|
2022
Q1 | $179K | Buy |
1,393
+537
| +63% | +$69K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $99K | Buy |
+856
| New | +$99K | ﹤0.01% | 1293 |
|
|
2021
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q1 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q4 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q3 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q1 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2019
Q4 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2019
Q3 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2019
Q2 | $63K | Hold |
547
| – | – | ﹤0.01% | 1300 |
|
|
2019
Q1 | $63K | Buy |
+547
| New | +$63K | ﹤0.01% | 1300 |
|
|
2018
Q1 | – | Sell |
-139
| Closed | -$18K | – | 1417 |
|
|
2017
Q4 | $18K | Sell |
139
-21
| -13% | -$2.72K | ﹤0.01% | 716 |
|
|
2017
Q3 | $20K | Buy |
160
+157
| +5,233% | +$19.6K | ﹤0.01% | 703 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1206 |
|
|
2017
Q1 | $0 | Sell |
3
-43
| -93% | – | ﹤0.01% | 1183 |
|
|
2016
Q4 | $6K | Buy |
46
+43
| +1,433% | +$5.61K | ﹤0.01% | 811 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 989 |
|
|
2016
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 794 |
|