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Peterson Wealth Services’s Brunswick BC Stock Holding History

Peterson Wealth Services’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
14,438
+931
+7% +$75.1K 0.26% 68
2025
Q4 		$1M Buy
13,507
+1,829
+16% +$124K 0.26% 66
2025
Q3 		$867K Sell
11,678
-1,688
-13% -$105K 0.21% 71
2025
Q2 		$738K Sell
13,366
-233
-2% -$11.8K 0.2% 77
2025
Q1 		$732K Buy
13,599
+331
+2% +$20.7K 0.23% 64
2024
Q4 		$858K Buy
13,268
+847
+7% +$66.4K 0.26% 72
2024
Q3 		$1.04M Buy
12,421
+2,175
+21% +$169K 0.33% 64
2024
Q2 		$746K Buy
10,246
+1,370
+15% +$112K 0.26% 76
2024
Q1 		$857K Buy
8,876
+5,035
+131% +$442K 0.31% 60
2023
Q4 		$372K Buy
+3,841
New +$305K 0.16% 71

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VPM
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VCM
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Baillie Gifford & Co
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Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return