Carson Wealth (CWM LLC)’s Globe Life GL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
39,225
+16,530
| +73% | +$2.05M | 0.02% | 591 |
|
|
2025
Q1 | $2.99M | Buy |
22,695
+5,519
| +32% | +$727K | 0.01% | 686 |
|
|
2024
Q4 | $1.92M | Sell |
17,176
-725
| -4% | -$80.8K | 0.01% | 798 |
|
|
2024
Q3 | $1.9M | Buy |
17,901
+10,717
| +149% | +$1.14M | 0.01% | 729 |
|
|
2024
Q2 | $591K | Buy |
7,184
+5,306
| +283% | +$437K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $219K | Sell |
1,878
-7
| -0.4% | -$816 | ﹤0.01% | 1470 |
|
|
2023
Q4 | $229K | Buy |
1,885
+358
| +23% | +$43.5K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $166K | Buy |
1,527
+156
| +11% | +$17K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $150K | Buy |
1,371
+254
| +23% | +$27.8K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $123K | Buy |
1,117
+189
| +20% | +$20.8K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $112K | Buy |
928
+6
| +0.7% | +$724 | ﹤0.01% | 1329 |
|
|
2022
Q3 | $92K | Buy |
922
+25
| +3% | +$2.5K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $87K | Buy |
897
+259
| +41% | +$25.1K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $64K | Buy |
638
+61
| +11% | +$6.12K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $54K | Buy |
+577
| New | +$54K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q1 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q4 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q3 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q1 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q4 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q3 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q1 | $44K | Buy |
464
+14
| +3% | +$1.33K | ﹤0.01% | 1445 |
|
|
2018
Q4 | $34K | Hold |
450
| – | – | ﹤0.01% | 973 |
|
|
2018
Q3 | $39K | Hold |
450
| – | – | ﹤0.01% | 794 |
|
|
2018
Q2 | $37K | Hold |
450
| – | – | ﹤0.01% | 699 |
|
|
2018
Q1 | $38K | Hold |
450
| – | – | ﹤0.01% | 600 |
|
|
2017
Q4 | $41K | Hold |
450
| – | – | ﹤0.01% | 564 |
|
|
2017
Q3 | $36K | Hold |
450
| – | – | ﹤0.01% | 579 |
|
|
2017
Q2 | $34K | Hold |
450
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $35K | Buy |
+450
| New | +$35K | ﹤0.01% | 513 |
|