Carson Wealth (CWM LLC)’s GoHealth GOCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
271
+68
| +33% | +$502 | ﹤0.01% | 4878 |
|
|
2025
Q1 | $2K | Buy |
203
+86
| +74% | +$847 | ﹤0.01% | 4747 |
|
|
2024
Q4 | $2K | Buy |
117
+83
| +244% | +$1.42K | ﹤0.01% | 4539 |
|
|
2024
Q3 | $0 | Buy |
34
+21
| +162% | – | ﹤0.01% | 4942 |
|
|
2024
Q2 | $0 | Buy |
13
+11
| +550% | – | ﹤0.01% | 4713 |
|
|
2024
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4477 |
|
|
2023
Q4 | $0 | Sell |
2
-366
| -99% | – | ﹤0.01% | 4273 |
|
|
2023
Q3 | $5K | Hold |
368
| – | – | ﹤0.01% | 3453 |
|
|
2023
Q2 | $7K | Sell |
368
-3
| -0.8% | -$57 | ﹤0.01% | 3277 |
|
|
2023
Q1 | $6K | Hold |
371
| – | – | ﹤0.01% | 3201 |
|
|
2022
Q4 | $4K | Sell |
371
-8
| -2% | -$86 | ﹤0.01% | 3290 |
|
|
2022
Q3 | $2K | Buy |
379
+1
| +0.3% | +$5 | ﹤0.01% | 3456 |
|
|
2022
Q2 | $3K | Sell |
378
-6
| -2% | -$48 | ﹤0.01% | 3188 |
|
|
2022
Q1 | $7K | Sell |
384
-35
| -8% | -$638 | ﹤0.01% | 2674 |
|
|
2021
Q4 | $24K | Buy |
+419
| New | +$24K | ﹤0.01% | 1883 |
|
|
2021
Q2 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2021
Q1 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2020
Q4 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2020
Q3 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2020
Q2 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2020
Q1 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2019
Q4 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2019
Q3 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2019
Q2 | $8.63M | Hold |
51,310
| – | – | 0.07% | 212 |
|
|
2019
Q1 | $8.63M | Buy |
+51,310
| New | +$8.63M | 0.07% | 212 |
|