CWM
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Centric Wealth Management’s Petrobras PBR Stock Holding History

Centric Wealth Management’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,699
Closed -$384K – 200
2025
Q2 		$384K Buy
+31,699
New +$380K 0.09% 135
2025
Q1 		– Sell
-112,699
Closed -$1.45M – 182
2024
Q4 		$1.45M Hold
112,699
– – 0.39% 73
2024
Q3 		$1.51M Buy
112,699
+26,000
+30% +$382K 0.4% 74
2024
Q2 		$1.25M Buy
+86,699
New +$1.35M 0.36% 66
2023
Q3 		– Sell
-1,201,465
Closed -$16.3M – 129
2023
Q2 		$16.3M Buy
1,201,465
+649,880
+118% +$7.91M 6.52% 2
2023
Q1 		$5.75M Buy
+551,585
New +$6M 2.5% 4
2022
Q4 		– Sell
-1,261,885
Closed -$15.6M – 115
2022
Q3 		$15.6M Buy
1,261,885
+961,282
+320% +$12.7M 6.2% 3
2022
Q2 		$3.51M Buy
+300,603
New +$4.16M 1.29% 9
2021
Q2 		– Sell
-100,000
Closed -$848K – 190
2021
Q1 		$848K Buy
+100,000
New +$955K 0.24% 105

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Capital International Investors
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AIM
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Invesco
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Fisher Asset Management
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return