TBWA
Three Bridge Wealth Advisors’s Maplebear CART Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Hold |
55,041
| – | – | 0.66% | 28 |
|
|
2025
Q1 | $2.2M | Hold |
55,041
| – | – | 0.76% | 26 |
|
|
2024
Q4 | $2.28M | Hold |
55,041
| – | – | 0.8% | 27 |
|
|
2024
Q3 | $2.24M | Hold |
55,041
| – | – | 0.83% | 27 |
|
|
2024
Q2 | $1.77M | Sell |
55,041
-50,000
| -48% | -$1.61M | 0.7% | 31 |
|
|
2024
Q1 | $3.92M | Buy |
+105,041
| New | +$3.92M | 1.54% | 16 |
|