Carson Wealth (CWM LLC)’s Gorman-Rupp GRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
988
-19
| -2% | -$692 | ﹤0.01% | 3504 |
|
|
2025
Q1 | $35K | Sell |
1,007
-338
| -25% | -$11.7K | ﹤0.01% | 3255 |
|
|
2024
Q4 | $51K | Buy |
1,345
+105
| +8% | +$3.98K | ﹤0.01% | 2780 |
|
|
2024
Q3 | $48K | Buy |
1,240
+319
| +35% | +$12.3K | ﹤0.01% | 2718 |
|
|
2024
Q2 | $34K | Buy |
921
+400
| +77% | +$14.8K | ﹤0.01% | 2750 |
|
|
2024
Q1 | $21K | Buy |
521
+7
| +1% | +$282 | ﹤0.01% | 2870 |
|
|
2023
Q4 | $18K | Hold |
514
| – | – | ﹤0.01% | 2831 |
|
|
2023
Q3 | $17K | Buy |
514
+36
| +8% | +$1.19K | ﹤0.01% | 2785 |
|
|
2023
Q2 | $14K | Buy |
478
+358
| +298% | +$10.5K | ﹤0.01% | 2863 |
|
|
2023
Q1 | $3K | Buy |
120
+87
| +264% | +$2.18K | ﹤0.01% | 3501 |
|
|
2022
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3743 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$3K | – | 4002 |
|
|
2022
Q2 | $3K | Sell |
113
-353
| -76% | -$9.37K | ﹤0.01% | 3189 |
|
|
2022
Q1 | $17K | Buy |
466
+301
| +182% | +$11K | ﹤0.01% | 2170 |
|
|
2021
Q4 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 2540 |
|