Carson Wealth (CWM LLC)’s Grocery Outlet GO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
14,872
+13,360
| +884% | +$166K | ﹤0.01% | 2238 |
|
|
2025
Q1 | $21K | Sell |
1,512
-55,561
| -97% | -$772K | ﹤0.01% | 3627 |
|
|
2024
Q4 | $891K | Buy |
57,073
+5,140
| +10% | +$80.2K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $911K | Buy |
51,933
+43,358
| +506% | +$761K | ﹤0.01% | 1088 |
|
|
2024
Q2 | $190K | Buy |
8,575
+435
| +5% | +$9.64K | ﹤0.01% | 1613 |
|
|
2024
Q1 | $234K | Buy |
8,140
+6,357
| +357% | +$183K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $48K | Buy |
1,783
+384
| +27% | +$10.3K | ﹤0.01% | 2203 |
|
|
2023
Q3 | $40K | Buy |
1,399
+997
| +248% | +$28.5K | ﹤0.01% | 2203 |
|
|
2023
Q2 | $12K | Buy |
402
+141
| +54% | +$4.21K | ﹤0.01% | 2976 |
|
|
2023
Q1 | $7K | Sell |
261
-23
| -8% | -$617 | ﹤0.01% | 3139 |
|
|
2022
Q4 | $8K | Sell |
284
-65
| -19% | -$1.83K | ﹤0.01% | 2925 |
|
|
2022
Q3 | $12K | Buy |
349
+306
| +712% | +$10.5K | ﹤0.01% | 2561 |
|
|
2022
Q2 | $2K | Buy |
43
+11
| +34% | +$512 | ﹤0.01% | 3328 |
|
|
2022
Q1 | $1K | Buy |
32
+2
| +7% | +$63 | ﹤0.01% | 3328 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3287 |
|