Carson Wealth (CWM LLC)’s Graham Holdings Company GHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
213
+171
+407% +$162K ﹤0.01% 2159
2025
Q1
$40K Buy
42
+21
+100% +$20K ﹤0.01% 3160
2024
Q4
$18K Buy
21
+12
+133% +$10.3K ﹤0.01% 3508
2024
Q3
$7K Buy
9
+4
+80% +$3.11K ﹤0.01% 3937
2024
Q2
$3K Buy
5
+3
+150% +$1.8K ﹤0.01% 4066
2024
Q1
$2K Buy
2
+1
+100% +$1K ﹤0.01% 3976
2023
Q4
$1K Sell
1
-9
-90% -$9K ﹤0.01% 3952
2023
Q3
$6K Hold
10
﹤0.01% 3364
2023
Q2
$6K Buy
10
+1
+11% +$600 ﹤0.01% 3342
2023
Q1
$5K Hold
9
﹤0.01% 3286
2022
Q4
$5K Hold
9
﹤0.01% 3168
2022
Q3
$5K Buy
+9
New +$5K ﹤0.01% 3062
2022
Q1
Sell
-2
Closed -$1K 3623
2021
Q4
$1K Buy
+2
New +$1K ﹤0.01% 3285
2016
Q2
Sell
-339
Closed -$163K 817
2016
Q1
$163K Buy
+339
New +$163K 0.01% 242