Carson Wealth (CWM LLC)’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
1,424
+239
| +20% | +$15.6K | ﹤0.01% | 2791 |
|
|
2025
Q1 | $65K | Sell |
1,185
-26,597
| -96% | -$1.46M | ﹤0.01% | 2752 |
|
|
2024
Q4 | $1.7M | Buy |
27,782
+26,320
| +1,800% | +$1.61M | 0.01% | 845 |
|
|
2024
Q3 | $92K | Buy |
1,462
+450
| +44% | +$28.3K | ﹤0.01% | 2247 |
|
|
2024
Q2 | $58K | Buy |
1,012
+793
| +362% | +$45.4K | ﹤0.01% | 2362 |
|
|
2024
Q1 | $15K | Buy |
219
+8
| +4% | +$548 | ﹤0.01% | 3088 |
|
|
2023
Q4 | $14K | Sell |
211
-114
| -35% | -$7.56K | ﹤0.01% | 2982 |
|
|
2023
Q3 | $22K | Hold |
325
| – | – | ﹤0.01% | 2623 |
|
|
2023
Q2 | $22K | Hold |
325
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q1 | $21K | Buy |
325
+174
| +115% | +$11.2K | ﹤0.01% | 2468 |
|
|
2022
Q4 | $10K | Buy |
151
+36
| +31% | +$2.38K | ﹤0.01% | 2791 |
|
|
2022
Q3 | $7K | Buy |
115
+112
| +3,733% | +$6.82K | ﹤0.01% | 2889 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3879 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 2146 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1661 |
|