Carson Wealth (CWM LLC)’s BGC Group BGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
16,031
+11,069
| +223% | +$113K | ﹤0.01% | 2342 |
|
|
2025
Q1 | $46K | Buy |
4,962
+1,035
| +26% | +$9.6K | ﹤0.01% | 3041 |
|
|
2024
Q4 | $36K | Sell |
3,927
-504
| -11% | -$4.62K | ﹤0.01% | 3016 |
|
|
2024
Q3 | $41K | Buy |
4,431
+1,168
| +36% | +$10.8K | ﹤0.01% | 2834 |
|
|
2024
Q2 | $27K | Buy |
3,263
+464
| +17% | +$3.84K | ﹤0.01% | 2906 |
|
|
2024
Q1 | $22K | Buy |
2,799
+69
| +3% | +$542 | ﹤0.01% | 2815 |
|
|
2023
Q4 | $20K | Hold |
2,730
| – | – | ﹤0.01% | 2761 |
|
|
2023
Q3 | $14K | Hold |
2,730
| – | – | ﹤0.01% | 2906 |
|
|
2023
Q2 | $12K | Sell |
2,730
-104
| -4% | -$457 | ﹤0.01% | 2962 |
|
|
2023
Q1 | $15K | Hold |
2,834
| – | – | ﹤0.01% | 2676 |
|
|
2022
Q4 | $11K | Hold |
2,834
| – | – | ﹤0.01% | 2733 |
|
|
2022
Q3 | $9K | Hold |
2,834
| – | – | ﹤0.01% | 2727 |
|
|
2022
Q2 | $10K | Buy |
+2,834
| New | +$10K | ﹤0.01% | 2562 |
|
|
2022
Q1 | – | Sell |
-26
| Closed | – | – | 3508 |
|
|
2021
Q4 | $0 | Buy |
+26
| New | – | ﹤0.01% | 3469 |
|
|
2019
Q1 | – | Sell |
-312
| Closed | -$2K | – | 2905 |
|
|
2018
Q4 | $2K | Buy |
312
+4
| +1% | +$26 | ﹤0.01% | 1711 |
|
|
2018
Q3 | $2K | Buy |
+308
| New | +$2K | ﹤0.01% | 1500 |
|