Carson Wealth (CWM LLC)’s Gerdau GGB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
137
-91
| -40% | – | ﹤0.01% | 5173 |
|
|
2025
Q1 | $1K | Sell |
228
-1,112
| -83% | -$4.88K | ﹤0.01% | 4898 |
|
|
2024
Q4 | $4K | Sell |
1,340
-330
| -20% | -$985 | ﹤0.01% | 4305 |
|
|
2024
Q3 | $6K | Sell |
1,670
-1,047
| -39% | -$3.76K | ﹤0.01% | 4000 |
|
|
2024
Q2 | $9K | Sell |
2,717
-129
| -5% | -$427 | ﹤0.01% | 3599 |
|
|
2024
Q1 | $10K | Buy |
2,846
+1,686
| +145% | +$5.92K | ﹤0.01% | 3325 |
|
|
2023
Q4 | $5K | Sell |
1,160
-3,093
| -73% | -$13.3K | ﹤0.01% | 3506 |
|
|
2023
Q3 | $17K | Buy |
4,253
+76
| +2% | +$304 | ﹤0.01% | 2784 |
|
|
2023
Q2 | $18K | Buy |
4,177
+2,517
| +152% | +$10.8K | ﹤0.01% | 2705 |
|
|
2023
Q1 | $7K | Sell |
1,660
-762
| -31% | -$3.21K | ﹤0.01% | 3138 |
|
|
2022
Q4 | $11K | Sell |
2,422
-836
| -26% | -$3.8K | ﹤0.01% | 2744 |
|
|
2022
Q3 | $12K | Buy |
3,258
+2,168
| +199% | +$7.99K | ﹤0.01% | 2559 |
|
|
2022
Q2 | $4K | Buy |
1,090
+970
| +808% | +$3.56K | ﹤0.01% | 3073 |
|
|
2022
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 3327 |
|
|
2021
Q4 | $0 | Buy |
+120
| New | – | ﹤0.01% | 3522 |
|
|
2019
Q1 | – | Sell |
-11,146
| Closed | -$33K | – | 3031 |
|
|
2018
Q4 | $33K | Hold |
11,146
| – | – | ﹤0.01% | 982 |
|
|
2018
Q3 | $37K | Hold |
11,146
| – | – | ﹤0.01% | 806 |
|
|
2018
Q2 | $31K | Hold |
11,146
| – | – | ﹤0.01% | 731 |
|
|
2018
Q1 | $41K | Hold |
11,146
| – | – | ﹤0.01% | 588 |
|
|
2017
Q4 | $33K | Hold |
11,146
| – | – | ﹤0.01% | 605 |
|
|
2017
Q3 | $30K | Hold |
11,146
| – | – | ﹤0.01% | 620 |
|
|
2017
Q2 | $27K | Buy |
+11,146
| New | +$27K | ﹤0.01% | 584 |
|