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