Carson Wealth (CWM LLC)’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Buy |
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|
2025
Q2 | $164K | Buy |
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|
2025
Q1 | $46K | Buy |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $41K | Buy |
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|
2024
Q2 | $27K | Buy |
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|
2024
Q1 | $22K | Buy |
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|
2023
Q4 | $20K | Hold |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $12K | Sell |
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|
2023
Q1 | $15K | Hold |
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|
2022
Q4 | $11K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $2K | Buy |
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