Carson Wealth (CWM LLC)’s Greif GEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $93K | Buy |
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|
2025
Q1 | $65K | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $92K | Buy |
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|
2024
Q2 | $58K | Buy |
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|
2024
Q1 | $15K | Buy |
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|
2023
Q4 | $14K | Sell |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $21K | Buy |
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|
2022
Q4 | $10K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Buy |
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