Carson Wealth (CWM LLC)’s Global Payments GPN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.3M Sell
41,234
-2,026
-5% -$162K 0.01% 740
2025
Q1
$4.24M Sell
43,260
-4,074
-9% -$399K 0.02% 576
2024
Q4
$5.3M Buy
47,334
+8,842
+23% +$991K 0.02% 461
2024
Q3
$3.94M Buy
38,492
+3,946
+11% +$404K 0.02% 499
2024
Q2
$3.34M Buy
34,546
+4,873
+16% +$471K 0.02% 509
2024
Q1
$3.97M Buy
29,673
+675
+2% +$90.2K 0.02% 459
2023
Q4
$3.68M Buy
28,998
+8,575
+42% +$1.09M 0.02% 453
2023
Q3
$2.36M Buy
20,423
+16,750
+456% +$1.93M 0.01% 510
2023
Q2
$362K Buy
3,673
+516
+16% +$50.9K ﹤0.01% 1050
2023
Q1
$332K Buy
3,157
+249
+9% +$26.2K ﹤0.01% 1018
2022
Q4
$289K Sell
2,908
-589
-17% -$58.5K ﹤0.01% 966
2022
Q3
$378K Buy
3,497
+1,127
+48% +$122K ﹤0.01% 830
2022
Q2
$262K Buy
2,370
+201
+9% +$22.2K ﹤0.01% 938
2022
Q1
$297K Sell
2,169
-240
-10% -$32.9K ﹤0.01% 883
2021
Q4
$326K Buy
+2,409
New +$326K ﹤0.01% 838
2021
Q2
$162K Hold
866
﹤0.01% 969
2021
Q1
$162K Hold
866
﹤0.01% 969
2020
Q4
$162K Hold
866
﹤0.01% 969
2020
Q3
$162K Hold
866
﹤0.01% 969
2020
Q2
$162K Hold
866
﹤0.01% 969
2020
Q1
$162K Hold
866
﹤0.01% 969
2019
Q4
$162K Hold
866
﹤0.01% 969
2019
Q3
$162K Hold
866
﹤0.01% 969
2019
Q2
$162K Hold
866
﹤0.01% 969
2019
Q1
$162K Buy
866
+755
+680% +$141K ﹤0.01% 969
2018
Q4
$11K Buy
111
+9
+9% +$892 ﹤0.01% 1297
2018
Q3
$13K Sell
102
-7
-6% -$892 ﹤0.01% 1078
2018
Q2
$12K Hold
109
﹤0.01% 947
2018
Q1
$12K Buy
109
+28
+35% +$3.08K ﹤0.01% 814
2017
Q4
$8K Hold
81
﹤0.01% 938
2017
Q3
$8K Buy
+81
New +$8K ﹤0.01% 939