Allworth Financial’s GCM Grosvenor GCMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69K | Sell |
146
-16
| -10% | -$185 | ﹤0.01% | 3776 |
|
|
2025
Q1 | $2.01K | Buy |
162
+16
| +11% | +$199 | ﹤0.01% | 3205 |
|
|
2024
Q4 | $1.97K | Sell |
146
-22
| -13% | -$296 | ﹤0.01% | 3163 |
|
|
2024
Q3 | $1.9K | Buy |
168
+152
| +950% | +$1.72K | ﹤0.01% | 2987 |
|
|
2024
Q2 | $173 | Hold |
16
| – | – | ﹤0.01% | 3567 |
|
|
2024
Q1 | $155 | Buy |
16
+1
| +7% | +$10 | ﹤0.01% | 3471 |
|
|
2023
Q4 | $135 | Buy |
+15
| New | +$135 | ﹤0.01% | 3329 |
|