Carson Wealth (CWM LLC)’s Petrobras PBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Sell |
4,802
-1,206
| -20% | -$15.1K | ﹤0.01% | 3127 |
|
|
2025
Q1 | $86K | Sell |
6,008
-1,170
| -16% | -$16.7K | ﹤0.01% | 2549 |
|
|
2024
Q4 | $92K | Sell |
7,178
-3,408
| -32% | -$43.7K | ﹤0.01% | 2335 |
|
|
2024
Q3 | $153K | Buy |
10,586
+3,369
| +47% | +$48.7K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $105K | Buy |
7,217
+1,588
| +28% | +$23.1K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $86K | Buy |
5,629
+4,192
| +292% | +$64K | ﹤0.01% | 1963 |
|
|
2023
Q4 | $23K | Buy |
1,437
+162
| +13% | +$2.59K | ﹤0.01% | 2693 |
|
|
2023
Q3 | $19K | Buy |
1,275
+313
| +33% | +$4.66K | ﹤0.01% | 2719 |
|
|
2023
Q2 | $13K | Buy |
962
+450
| +88% | +$6.08K | ﹤0.01% | 2926 |
|
|
2023
Q1 | $5K | Sell |
512
-1,334
| -72% | -$13K | ﹤0.01% | 3306 |
|
|
2022
Q4 | $20K | Buy |
1,846
+667
| +57% | +$7.23K | ﹤0.01% | 2377 |
|
|
2022
Q3 | $15K | Buy |
1,179
+418
| +55% | +$5.32K | ﹤0.01% | 2428 |
|
|
2022
Q2 | $9K | Buy |
761
+392
| +106% | +$4.64K | ﹤0.01% | 2654 |
|
|
2022
Q1 | $5K | Buy |
369
+142
| +63% | +$1.92K | ﹤0.01% | 2847 |
|
|
2021
Q4 | $2K | Buy |
+227
| New | +$2K | ﹤0.01% | 3147 |
|
|
2021
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2021
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2020
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2020
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q1 | $2K | Buy |
150
+19
| +15% | +$253 | ﹤0.01% | 2660 |
|
|
2018
Q4 | $2K | Buy |
131
+1
| +0.8% | +$15 | ﹤0.01% | 1773 |
|
|
2018
Q3 | $2K | Buy |
130
+25
| +24% | +$385 | ﹤0.01% | 1542 |
|
|
2018
Q2 | $1K | Hold |
105
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q1 | $1K | Hold |
105
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q3 | $1K | Hold |
105
| – | – | ﹤0.01% | 1401 |
|
|
2017
Q2 | $1K | Hold |
105
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q1 | $1K | Sell |
105
-1
| -0.9% | -$10 | ﹤0.01% | 1086 |
|
|
2016
Q4 | $1K | Hold |
106
| – | – | ﹤0.01% | 1061 |
|
|
2016
Q3 | $1K | Hold |
106
| – | – | ﹤0.01% | 952 |
|
|
2016
Q2 | $1K | Hold |
106
| – | – | ﹤0.01% | 749 |
|
|
2016
Q1 | $1K | Buy |
+106
| New | +$1K | ﹤0.01% | 712 |
|
|
2015
Q4 | – | Sell |
-106
| Closed | – | – | 734 |
|
|
2015
Q3 | $0 | Buy |
+106
| New | – | ﹤0.01% | 648 |
|