Carson Wealth (CWM LLC)’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $156K | Sell |
7,521
-1,691
| -18% | -$27K | ﹤0.01% | 2932 |
|
|
2025
Q4 | $109K | Sell |
9,212
-1,991
| -18% | -$24.3K | ﹤0.01% | 2996 |
|
|
2025
Q3 | $142K | Buy |
11,203
+6,401
| +133% | +$80.4K | ﹤0.01% | 2715 |
|
|
2025
Q2 | $60K | Sell |
4,802
-1,206
| -20% | -$14.4K | ﹤0.01% | 3129 |
|
|
2025
Q1 | $86K | Sell |
6,008
-1,170
| -16% | -$16.1K | ﹤0.01% | 2551 |
|
|
2024
Q4 | $92K | Sell |
7,178
-3,408
| -32% | -$47.6K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $153K | Buy |
10,586
+3,369
| +47% | +$49.5K | ﹤0.01% | 1917 |
|
|
2024
Q2 | $105K | Buy |
7,217
+1,588
| +28% | +$24.7K | ﹤0.01% | 1950 |
|
|
2024
Q1 | $86K | Buy |
5,629
+4,192
| +292% | +$68.2K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $23K | Buy |
1,437
+162
| +13% | +$2.48K | ﹤0.01% | 2696 |
|
|
2023
Q3 | $19K | Buy |
1,275
+313
| +33% | +$4.45K | ﹤0.01% | 2720 |
|
|
2023
Q2 | $13K | Buy |
962
+450
| +88% | +$5.47K | ﹤0.01% | 2929 |
|
|
2023
Q1 | $5K | Sell |
512
-1,334
| -72% | -$14.5K | ﹤0.01% | 3309 |
|
|
2022
Q4 | $20K | Buy |
1,846
+667
| +57% | +$8.05K | ﹤0.01% | 2379 |
|
|
2022
Q3 | $15K | Buy |
1,179
+418
| +55% | +$5.53K | ﹤0.01% | 2431 |
|
|
2022
Q2 | $9K | Buy |
761
+392
| +106% | +$5.43K | ﹤0.01% | 2657 |
|
|
2022
Q1 | $5K | Buy |
369
+142
| +63% | +$1.9K | ﹤0.01% | 2856 |
|
|
2021
Q4 | $2K | Buy |
+227
| New | +$2.4K | ﹤0.01% | 3161 |
|
|
2021
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2687 |
|
|
2021
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2687 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2684 |
|
|
2020
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2684 |
|
|
2019
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2683 |
|
|
2019
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2683 |
|
|
2019
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q1 | $2K | Buy |
150
+19
| +15% | +$302 | ﹤0.01% | 2679 |
|
|
2018
Q4 | $2K | Buy |
131
+1
| +0.8% | +$14 | ﹤0.01% | 1779 |
|
|
2018
Q3 | $2K | Buy |
130
+25
| +24% | +$277 | ﹤0.01% | 1546 |
|
|
2018
Q2 | $1K | Hold |
105
| – | – | ﹤0.01% | 1566 |
|
|
2018
Q1 | $1K | Hold |
105
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 1383 |
|
|
2017
Q3 | $1K | Hold |
105
| – | – | ﹤0.01% | 1402 |
|
|
2017
Q2 | $1K | Hold |
105
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q1 | $1K | Sell |
105
-1
| -0.9% | -$10 | ﹤0.01% | 1087 |
|
|
2016
Q4 | $1K | Hold |
106
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q3 | $1K | Hold |
106
| – | – | ﹤0.01% | 954 |
|
|
2016
Q2 | $1K | Hold |
106
| – | – | ﹤0.01% | 753 |
|
|
2016
Q1 | $1K | Buy |
+106
| New | +$428 | ﹤0.01% | 713 |
|
|
2015
Q4 | – | Sell |
-106
| Closed | – | – | 736 |
|
|
2015
Q3 | $0 | Buy |
+106
| New | +$647 | ﹤0.01% | 651 |
|
Other funds holding PBR
IUHSA
AIM
Carson Wealth (CWM LLC)'s PBR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Petrobras (PBR) stake by 18% in Q1 2026, selling an estimated $27K and leaving 7,521 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.
Carson Wealth (CWM LLC) first reported a position in PBR in Q3 2015 and has held it in 41 quarters since. 547 funds tracked by Wall St. Rank hold PBR as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,521 shares of Petrobras worth $156K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,691 Petrobras shares in Q1 2026, an estimated $27K.
- Petrobras made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2932 holding.
- Carson Wealth (CWM LLC) first reported a position in Petrobras in Q3 2015 and has held it in 41 quarters since.
- 547 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.