Carson Wealth (CWM LLC)’s Genpact G Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
3,754
+1,240
| +49% | +$54.5K | ﹤0.01% | 2339 |
|
|
2025
Q1 | $127K | Buy |
2,514
+1,159
| +86% | +$58.5K | ﹤0.01% | 2225 |
|
|
2024
Q4 | $58K | Buy |
1,355
+41
| +3% | +$1.76K | ﹤0.01% | 2688 |
|
|
2024
Q3 | $52K | Buy |
1,314
+362
| +38% | +$14.3K | ﹤0.01% | 2657 |
|
|
2024
Q2 | $31K | Buy |
952
+587
| +161% | +$19.1K | ﹤0.01% | 2809 |
|
|
2024
Q1 | $12K | Buy |
365
+208
| +132% | +$6.84K | ﹤0.01% | 3223 |
|
|
2023
Q4 | $5K | Sell |
157
-918
| -85% | -$29.2K | ﹤0.01% | 3505 |
|
|
2023
Q3 | $39K | Sell |
1,075
-801
| -43% | -$29.1K | ﹤0.01% | 2217 |
|
|
2023
Q2 | $70K | Buy |
1,876
+5
| +0.3% | +$187 | ﹤0.01% | 1767 |
|
|
2023
Q1 | $86K | Sell |
1,871
-229
| -11% | -$10.5K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $97K | Buy |
2,100
+650
| +45% | +$30K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $63K | Buy |
1,450
+195
| +16% | +$8.47K | ﹤0.01% | 1555 |
|
|
2022
Q2 | $53K | Buy |
1,255
+228
| +22% | +$9.63K | ﹤0.01% | 1603 |
|
|
2022
Q1 | $45K | Buy |
1,027
+369
| +56% | +$16.2K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $35K | Buy |
+658
| New | +$35K | ﹤0.01% | 1718 |
|
|
2021
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2021
Q1 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q4 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q3 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q1 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q4 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q3 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q1 | $24K | Sell |
525
-42,321
| -99% | -$1.93M | ﹤0.01% | 1703 |
|
|
2018
Q4 | $1.16M | Buy |
42,846
+34,523
| +415% | +$931K | 0.03% | 361 |
|
|
2018
Q3 | $255K | Buy |
8,323
+8,100
| +3,632% | +$248K | 0.01% | 475 |
|
|
2018
Q2 | $6K | Buy |
+223
| New | +$6K | ﹤0.01% | 1142 |
|