Carson Wealth (CWM LLC)’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
1,389
+45
| +3% | +$4.73K | ﹤0.01% | 2421 |
|
|
2025
Q1 | $134K | Sell |
1,344
-10
| -0.7% | -$997 | ﹤0.01% | 2179 |
|
|
2024
Q4 | $148K | Sell |
1,354
-11
| -0.8% | -$1.2K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $157K | Buy |
1,365
+176
| +15% | +$20.2K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $119K | Buy |
1,189
+4
| +0.3% | +$400 | ﹤0.01% | 1860 |
|
|
2024
Q1 | $131K | Buy |
1,185
+190
| +19% | +$21K | ﹤0.01% | 1723 |
|
|
2023
Q4 | $107K | Buy |
995
+9
| +0.9% | +$968 | ﹤0.01% | 1714 |
|
|
2023
Q3 | $97K | Sell |
986
-88
| -8% | -$8.66K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $113K | Buy |
1,074
+41
| +4% | +$4.31K | ﹤0.01% | 1510 |
|
|
2023
Q1 | $99K | Buy |
1,033
+86
| +9% | +$8.24K | ﹤0.01% | 1491 |
|
|
2022
Q4 | $82K | Sell |
947
-181
| -16% | -$15.7K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $85K | Sell |
1,128
-353
| -24% | -$26.6K | ﹤0.01% | 1404 |
|
|
2022
Q2 | $118K | Buy |
1,481
+37
| +3% | +$2.95K | ﹤0.01% | 1247 |
|
|
2022
Q1 | $115K | Buy |
1,444
+726
| +101% | +$57.8K | ﹤0.01% | 1270 |
|
|
2021
Q4 | $64K | Buy |
+718
| New | +$64K | ﹤0.01% | 1476 |
|
|
2021
Q2 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q1 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q4 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q3 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q2 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q1 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q4 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q3 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q2 | $21K | Hold |
230
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q1 | $21K | Buy |
230
+76
| +49% | +$6.94K | ﹤0.01% | 1768 |
|
|
2018
Q4 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 1358 |
|