Carson Wealth (CWM LLC)’s Gerdau GGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $856 | Hold |
237
| – | – | ﹤0.01% | 5417 |
|
|
2025
Q4 | $1K | Hold |
237
| – | – | ﹤0.01% | 5218 |
|
|
2025
Q3 | $1K | Buy |
237
+100
| +73% | +$303 | ﹤0.01% | 5123 |
|
|
2025
Q2 | $0 | Sell |
137
-91
| -40% | -$249 | ﹤0.01% | 5179 |
|
|
2025
Q1 | $1K | Sell |
228
-1,112
| -83% | -$3.25K | ﹤0.01% | 4906 |
|
|
2024
Q4 | $4K | Sell |
1,340
-330
| -20% | -$1.09K | ﹤0.01% | 4307 |
|
|
2024
Q3 | $6K | Sell |
1,670
-1,047
| -39% | -$3.43K | ﹤0.01% | 4002 |
|
|
2024
Q2 | $9K | Sell |
2,717
-129
| -5% | -$456 | ﹤0.01% | 3601 |
|
|
2024
Q1 | $10K | Buy |
2,846
+1,686
| +145% | +$6.1K | ﹤0.01% | 3327 |
|
|
2023
Q4 | $5K | Sell |
1,160
-3,093
| -73% | -$11.8K | ﹤0.01% | 3509 |
|
|
2023
Q3 | $17K | Buy |
4,253
+76
| +2% | +$338 | ﹤0.01% | 2785 |
|
|
2023
Q2 | $18K | Buy |
4,177
+2,517
| +152% | +$10.5K | ﹤0.01% | 2708 |
|
|
2023
Q1 | $7K | Sell |
1,660
-762
| -31% | -$3.41K | ﹤0.01% | 3140 |
|
|
2022
Q4 | $11K | Sell |
2,422
-836
| -26% | -$3.6K | ﹤0.01% | 2747 |
|
|
2022
Q3 | $12K | Buy |
3,258
+2,168
| +199% | +$7.88K | ﹤0.01% | 2562 |
|
|
2022
Q2 | $4K | Buy |
1,090
+970
| +808% | +$4.32K | ﹤0.01% | 3079 |
|
|
2022
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 3345 |
|
|
2021
Q4 | $0 | Buy |
+120
| New | +$456 | ﹤0.01% | 3546 |
|
|
2019
Q1 | – | Sell |
-11,146
| Closed | -$33K | – | 3071 |
|
|
2018
Q4 | $33K | Hold |
11,146
| – | – | ﹤0.01% | 985 |
|
|
2018
Q3 | $37K | Hold |
11,146
| – | – | ﹤0.01% | 808 |
|
|
2018
Q2 | $31K | Hold |
11,146
| – | – | ﹤0.01% | 734 |
|
|
2018
Q1 | $41K | Hold |
11,146
| – | – | ﹤0.01% | 589 |
|
|
2017
Q4 | $33K | Hold |
11,146
| – | – | ﹤0.01% | 606 |
|
|
2017
Q3 | $30K | Hold |
11,146
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $27K | Buy |
+11,146
| New | +$26.3K | ﹤0.01% | 585 |
|
Other funds holding GGB
DSC
CCM
AF
