Carson Wealth (CWM LLC)’s Guaranty Bancshares GNTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,213
| Closed | -$59K | – | 5463 |
|
|
2025
Q3 | $59K | Buy |
1,213
+555
| +84% | +$26K | ﹤0.01% | 3391 |
|
|
2025
Q2 | $28K | Buy |
658
+185
| +39% | +$7.49K | ﹤0.01% | 3689 |
|
|
2025
Q1 | $19K | Buy |
473
+142
| +43% | +$5.59K | ﹤0.01% | 3704 |
|
|
2024
Q4 | $11K | Buy |
331
+21
| +7% | +$736 | ﹤0.01% | 3812 |
|
|
2024
Q3 | $11K | Buy |
310
+219
| +241% | +$7.24K | ﹤0.01% | 3733 |
|
|
2024
Q2 | $3K | Buy |
91
+90
| +9,000% | +$2.64K | ﹤0.01% | 4071 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | +$31 | ﹤0.01% | 4482 |
|
|
2023
Q2 | – | Sell |
-565
| Closed | -$16K | – | 4289 |
|
|
2023
Q1 | $16K | Buy |
565
+292
| +107% | +$9.24K | ﹤0.01% | 2651 |
|
|
2022
Q4 | $9K | Hold |
273
| – | – | ﹤0.01% | 2851 |
|
|
2022
Q3 | $9K | Hold |
273
| – | – | ﹤0.01% | 2748 |
|
|
2022
Q2 | $10K | Hold |
273
| – | – | ﹤0.01% | 2581 |
|
|
2022
Q1 | $10K | Buy |
+273
| New | +$9.91K | ﹤0.01% | 2472 |
|