Carson Wealth (CWM LLC)’s GoodRx Holdings GDRX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21K | Buy |
4,177
+698
| +20% | +$3.51K | ﹤0.01% | 3868 |
|
2025
Q1 | $15K | Buy |
3,479
+1,222
| +54% | +$5.27K | ﹤0.01% | 3867 |
|
2024
Q4 | $10K | Buy |
2,257
+52
| +2% | +$230 | ﹤0.01% | 3858 |
|
2024
Q3 | $15K | Sell |
2,205
-986
| -31% | -$6.71K | ﹤0.01% | 3537 |
|
2024
Q2 | $25K | Buy |
3,191
+316
| +11% | +$2.48K | ﹤0.01% | 2964 |
|
2024
Q1 | $20K | Buy |
2,875
+160
| +6% | +$1.11K | ﹤0.01% | 2908 |
|
2023
Q4 | $18K | Hold |
2,715
| – | – | ﹤0.01% | 2828 |
|
2023
Q3 | $15K | Hold |
2,715
| – | – | ﹤0.01% | 2867 |
|
2023
Q2 | $15K | Hold |
2,715
| – | – | ﹤0.01% | 2808 |
|
2023
Q1 | $17K | Hold |
2,715
| – | – | ﹤0.01% | 2614 |
|
2022
Q4 | $13K | Sell |
2,715
-143
| -5% | -$685 | ﹤0.01% | 2644 |
|
2022
Q3 | $13K | Sell |
2,858
-40
| -1% | -$182 | ﹤0.01% | 2512 |
|
2022
Q2 | $17K | Buy |
2,898
+674
| +30% | +$3.95K | ﹤0.01% | 2217 |
|
2022
Q1 | $43K | Buy |
2,224
+743
| +50% | +$14.4K | ﹤0.01% | 1663 |
|
2021
Q4 | $48K | Buy |
+1,481
| New | +$48K | ﹤0.01% | 1577 |
|
2021
Q2 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2021
Q1 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2020
Q4 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2020
Q3 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2020
Q2 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2020
Q1 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2019
Q4 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2019
Q3 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2019
Q2 | $85K | Hold |
2,367
| – | – | ﹤0.01% | 1191 |
|
2019
Q1 | $85K | Buy |
+2,367
| New | +$85K | ﹤0.01% | 1191 |
|