Carson Wealth (CWM LLC)’s GCM Grosvenor GCMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
2,287
-215
| -9% | -$2.44K | ﹤0.01% | 3734 |
|
|
2025
Q1 | $33K | Buy |
2,502
+622
| +33% | +$8.2K | ﹤0.01% | 3311 |
|
|
2024
Q4 | $23K | Buy |
1,880
+413
| +28% | +$5.05K | ﹤0.01% | 3342 |
|
|
2024
Q3 | $17K | Buy |
1,467
+819
| +126% | +$9.49K | ﹤0.01% | 3453 |
|
|
2024
Q2 | $6K | Buy |
648
+270
| +71% | +$2.5K | ﹤0.01% | 3768 |
|
|
2024
Q1 | $4K | Buy |
378
+228
| +152% | +$2.41K | ﹤0.01% | 3756 |
|
|
2023
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 3949 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | – | – | 4261 |
|
|
2023
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4142 |
|