Carson Wealth (CWM LLC)’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
|
|||||
|
2025
Q2 | $98K | Buy |
|
|||||
|
2025
Q1 | $75K | Sell |
|
|||||
|
2024
Q4 | $2.67M | Sell |
|
|||||
|
2024
Q3 | $2.84M | Sell |
|
|||||
|
2024
Q2 | $2.81M | Buy |
|
|||||
|
2024
Q1 | $2M | Sell |
|
|||||
|
2023
Q4 | $2.75M | Sell |
|
|||||
|
2023
Q3 | $2.4M | Sell |
|
|||||
|
2023
Q2 | $2.32M | Buy |
|
|||||
|
2023
Q1 | $24K | Sell |
|
|||||
|
2022
Q4 | $25K | Sell |
|
|||||
|
2022
Q3 | $28K | Sell |
|
|||||
|
2022
Q2 | $34K | Buy |
|
|||||
|
2022
Q1 | $31K | Buy |
|
|||||
|
2021
Q4 | $30K | Buy |
|
|||||
|
2021
Q2 | $40K | Hold |
|
|||||
|
2021
Q1 | $40K | Hold |
|
|||||
|
2020
Q4 | $40K | Hold |
|
|||||
|
2020
Q3 | $40K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $40K | Hold |
|
|||||
|
2019
Q4 | $40K | Hold |
|
|||||
|
2019
Q3 | $40K | Hold |
|
|||||
|
2019
Q2 | $40K | Hold |
|
|||||
|
2019
Q1 | $40K | Buy |
|
|||||
|
2018
Q4 | $2K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $1K | Buy |
|