Carson Wealth (CWM LLC)’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
2,285
+359
| +19% | +$7.86K | ﹤0.01% | 3283 |
|
|
2025
Q1 | $34K | Sell |
1,926
-86
| -4% | -$1.52K | ﹤0.01% | 3292 |
|
|
2024
Q4 | $29K | Sell |
2,012
-488
| -20% | -$7.03K | ﹤0.01% | 3200 |
|
|
2024
Q3 | $41K | Buy |
2,500
+828
| +50% | +$13.6K | ﹤0.01% | 2851 |
|
|
2024
Q2 | $22K | Sell |
1,672
-175
| -9% | -$2.3K | ﹤0.01% | 3055 |
|
|
2024
Q1 | $31K | Buy |
1,847
+313
| +20% | +$5.25K | ﹤0.01% | 2625 |
|
|
2023
Q4 | $23K | Buy |
1,534
+404
| +36% | +$6.06K | ﹤0.01% | 2699 |
|
|
2023
Q3 | $14K | Sell |
1,130
-68
| -6% | -$842 | ﹤0.01% | 2940 |
|
|
2023
Q2 | $14K | Buy |
1,198
+47
| +4% | +$549 | ﹤0.01% | 2882 |
|
|
2023
Q1 | $12K | Buy |
1,151
+10
| +0.9% | +$104 | ﹤0.01% | 2859 |
|
|
2022
Q4 | $12K | Sell |
1,141
-79
| -6% | -$831 | ﹤0.01% | 2711 |
|
|
2022
Q3 | $11K | Buy |
1,220
+174
| +17% | +$1.57K | ﹤0.01% | 2638 |
|
|
2022
Q2 | $8K | Buy |
1,046
+260
| +33% | +$1.99K | ﹤0.01% | 2728 |
|
|
2022
Q1 | $8K | Buy |
786
+651
| +482% | +$6.63K | ﹤0.01% | 2630 |
|
|
2021
Q4 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 3347 |
|
|
2021
Q2 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q1 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2020
Q4 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2020
Q3 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2020
Q2 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2020
Q1 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2019
Q4 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2019
Q3 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2019
Q2 | $2K | Hold |
234
| – | – | ﹤0.01% | 2668 |
|
|
2019
Q1 | $2K | Buy |
+234
| New | +$2K | ﹤0.01% | 2668 |
|
|
2018
Q3 | – | Sell |
-68
| Closed | – | – | 1964 |
|
|
2018
Q2 | $0 | Hold |
68
| – | – | ﹤0.01% | 1764 |
|
|
2018
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 1321 |
|