Carson Wealth (CWM LLC)’s Green Brick Partners GRBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
2,954
-4
-0.1% -$252 ﹤0.01% 2231
2025
Q1
$172K Buy
2,958
+352
+14% +$20.5K ﹤0.01% 2030
2024
Q4
$147K Buy
2,606
+83
+3% +$4.68K ﹤0.01% 2032
2024
Q3
$211K Buy
2,523
+49
+2% +$4.1K ﹤0.01% 1726
2024
Q2
$142K Buy
2,474
+39
+2% +$2.24K ﹤0.01% 1767
2024
Q1
$147K Buy
2,435
+2
+0.1% +$121 ﹤0.01% 1666
2023
Q4
$126K Sell
2,433
-31
-1% -$1.61K ﹤0.01% 1620
2023
Q3
$102K Hold
2,464
﹤0.01% 1615
2023
Q2
$140K Hold
2,464
﹤0.01% 1393
2023
Q1
$86K Hold
2,464
﹤0.01% 1568
2022
Q4
$60K Sell
2,464
-75
-3% -$1.83K ﹤0.01% 1629
2022
Q3
$54K Buy
2,539
+106
+4% +$2.25K ﹤0.01% 1622
2022
Q2
$48K Hold
2,433
﹤0.01% 1647
2022
Q1
$48K Hold
2,433
﹤0.01% 1627
2021
Q4
$74K Buy
+2,433
New +$74K ﹤0.01% 1420
2021
Q2
$55K Hold
2,433
﹤0.01% 1357
2021
Q1
$55K Hold
2,433
﹤0.01% 1357
2020
Q4
$55K Hold
2,433
﹤0.01% 1357
2020
Q3
$55K Hold
2,433
﹤0.01% 1357
2020
Q2
$55K Hold
2,433
﹤0.01% 1357
2020
Q1
$55K Hold
2,433
﹤0.01% 1357
2019
Q4
$55K Hold
2,433
﹤0.01% 1357
2019
Q3
$55K Hold
2,433
﹤0.01% 1357
2019
Q2
$55K Hold
2,433
﹤0.01% 1357
2019
Q1
$55K Hold
2,433
﹤0.01% 1357
2018
Q4
$18K Hold
2,433
﹤0.01% 1171
2018
Q3
$25K Buy
+2,433
New +$25K ﹤0.01% 902