Carson Wealth (CWM LLC)’s American Express Global Business Travel GBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
6,298
+4,561
| +263% | +$29K | ﹤0.01% | 3443 |
|
|
2025
Q1 | $13K | Buy |
1,737
+488
| +39% | +$3.65K | ﹤0.01% | 3951 |
|
|
2024
Q4 | $12K | Buy |
1,249
+275
| +28% | +$2.64K | ﹤0.01% | 3752 |
|
|
2024
Q3 | $7K | Sell |
974
-154
| -14% | -$1.11K | ﹤0.01% | 3935 |
|
|
2024
Q2 | $7K | Buy |
1,128
+1,088
| +2,720% | +$6.75K | ﹤0.01% | 3707 |
|
|
2024
Q1 | $0 | Buy |
+40
| New | – | ﹤0.01% | 4463 |
|