Carson Wealth (CWM LLC)’s Greene County Bancorp GCBC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38K Buy
1,689
+605
+56% +$13.6K ﹤0.01% 3471
2025
Q1
$26K Buy
1,084
+60
+6% +$1.44K ﹤0.01% 3486
2024
Q4
$28K Sell
1,024
-10
-1% -$273 ﹤0.01% 3219
2024
Q3
$32K Buy
1,034
+16
+2% +$495 ﹤0.01% 3048
2024
Q2
$34K Buy
1,018
+21
+2% +$701 ﹤0.01% 2749
2024
Q1
$29K Buy
997
+1
+0.1% +$29 ﹤0.01% 2652
2023
Q4
$28K Hold
996
﹤0.01% 2556
2023
Q3
$24K Hold
996
﹤0.01% 2560
2023
Q2
$30K Buy
+996
New +$30K ﹤0.01% 2367