Carson Wealth (CWM LLC)’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.71M | Buy |
41,015
+4,426
| +12% | +$625K | 0.02% | 749 |
|
|
2025
Q4 | $5.12M | Sell |
36,589
-7,156
| -16% | -$969K | 0.01% | 762 |
|
|
2025
Q3 | $6.25M | Buy |
43,745
+4,520
| +12% | +$613K | 0.02% | 628 |
|
|
2025
Q2 | $4.88M | Buy |
39,225
+16,530
| +73% | +$2.01M | 0.02% | 591 |
|
|
2025
Q1 | $2.99M | Buy |
22,695
+5,519
| +32% | +$675K | 0.01% | 686 |
|
|
2024
Q4 | $1.92M | Sell |
17,176
-725
| -4% | -$78.2K | 0.01% | 798 |
|
|
2024
Q3 | $1.9M | Buy |
17,901
+10,717
| +149% | +$1.03M | 0.01% | 730 |
|
|
2024
Q2 | $591K | Buy |
7,184
+5,306
| +283% | +$440K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $219K | Sell |
1,878
-7
| -0.4% | -$857 | ﹤0.01% | 1471 |
|
|
2023
Q4 | $229K | Buy |
1,885
+358
| +23% | +$42.1K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $166K | Buy |
1,527
+156
| +11% | +$17.4K | ﹤0.01% | 1384 |
|
|
2023
Q2 | $150K | Buy |
1,371
+254
| +23% | +$27.3K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $123K | Buy |
1,117
+189
| +20% | +$22.2K | ﹤0.01% | 1385 |
|
|
2022
Q4 | $112K | Buy |
928
+6
| +0.7% | +$686 | ﹤0.01% | 1331 |
|
|
2022
Q3 | $92K | Buy |
922
+25
| +3% | +$2.51K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $87K | Buy |
897
+259
| +41% | +$25.4K | ﹤0.01% | 1371 |
|
|
2022
Q1 | $64K | Buy |
638
+61
| +11% | +$6.18K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $54K | Buy |
+577
| New | +$53.4K | ﹤0.01% | 1540 |
|
|
2021
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2021
Q1 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q4 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q3 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q1 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q4 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q3 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q2 | $44K | Hold |
464
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q1 | $44K | Buy |
464
+14
| +3% | +$1.15K | ﹤0.01% | 1448 |
|
|
2018
Q4 | $34K | Hold |
450
| – | – | ﹤0.01% | 976 |
|
|
2018
Q3 | $39K | Hold |
450
| – | – | ﹤0.01% | 796 |
|
|
2018
Q2 | $37K | Hold |
450
| – | – | ﹤0.01% | 702 |
|
|
2018
Q1 | $38K | Hold |
450
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $41K | Hold |
450
| – | – | ﹤0.01% | 565 |
|
|
2017
Q3 | $36K | Hold |
450
| – | – | ﹤0.01% | 580 |
|
|
2017
Q2 | $34K | Hold |
450
| – | – | ﹤0.01% | 541 |
|
|
2017
Q1 | $35K | Buy |
+450
| New | +$34.2K | ﹤0.01% | 514 |
|
Other funds holding GL
VCM
VPM
N
