Carson Wealth (CWM LLC)’s Potbelly PBPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
1,273
+603
| +90% | +$7.58K | ﹤0.01% | 4046 |
|
|
2025
Q1 | $6K | Buy |
670
+294
| +78% | +$2.63K | ﹤0.01% | 4384 |
|
|
2024
Q4 | $4K | Sell |
376
-71
| -16% | -$755 | ﹤0.01% | 4343 |
|
|
2024
Q3 | $4K | Buy |
447
+415
| +1,297% | +$3.71K | ﹤0.01% | 4201 |
|
|
2024
Q2 | $0 | Buy |
32
+28
| +700% | – | ﹤0.01% | 4847 |
|
|
2024
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4627 |
|