Carson Wealth (CWM LLC)’s Grifois GRFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
148
-46
-24% -$311 ﹤0.01% 5000
2025
Q1
$1K Sell
194
-163
-46% -$840 ﹤0.01% 4900
2024
Q4
$3K Buy
357
+30
+9% +$252 ﹤0.01% 4407
2024
Q3
$3K Buy
327
+38
+13% +$349 ﹤0.01% 4274
2024
Q2
$2K Buy
289
+167
+137% +$1.16K ﹤0.01% 4209
2024
Q1
$1K Sell
122
-641
-84% -$5.25K ﹤0.01% 4135
2023
Q4
$9K Buy
763
+48
+7% +$566 ﹤0.01% 3238
2023
Q3
$7K Buy
715
+201
+39% +$1.97K ﹤0.01% 3291
2023
Q2
$5K Buy
514
+282
+122% +$2.74K ﹤0.01% 3437
2023
Q1
$2K Buy
232
+8
+4% +$69 ﹤0.01% 3647
2022
Q4
$2K Sell
224
-553
-71% -$4.94K ﹤0.01% 3548
2022
Q3
$5K Buy
777
+181
+30% +$1.17K ﹤0.01% 3065
2022
Q2
$7K Buy
596
+59
+11% +$693 ﹤0.01% 2795
2022
Q1
$6K Sell
537
-311
-37% -$3.48K ﹤0.01% 2741
2021
Q4
$10K Buy
+848
New +$10K ﹤0.01% 2346
2021
Q2
$4K Hold
207
﹤0.01% 2413
2021
Q1
$4K Hold
207
﹤0.01% 2413
2020
Q4
$4K Hold
207
﹤0.01% 2413
2020
Q3
$4K Hold
207
﹤0.01% 2413
2020
Q2
$4K Hold
207
﹤0.01% 2413
2020
Q1
$4K Hold
207
﹤0.01% 2413
2019
Q4
$4K Hold
207
﹤0.01% 2413
2019
Q3
$4K Hold
207
﹤0.01% 2413
2019
Q2
$4K Hold
207
﹤0.01% 2413
2019
Q1
$4K Sell
207
-132,246
-100% -$2.56M ﹤0.01% 2413
2018
Q4
$2.43M Sell
132,453
-9,808
-7% -$180K 0.06% 257
2018
Q3
$3.04M Buy
142,261
+34,259
+32% +$732K 0.08% 224
2018
Q2
$2.32M Buy
108,002
+30,006
+38% +$645K 0.08% 201
2018
Q1
$1.65M Buy
77,996
+16,559
+27% +$351K 0.07% 187
2017
Q4
$1.41M Sell
61,437
-40,522
-40% -$929K 0.06% 205
2017
Q3
$2.23M Buy
101,959
+14,788
+17% +$324K 0.11% 141
2017
Q2
$1.84M Buy
87,171
+4,884
+6% +$103K 0.09% 159
2017
Q1
$1.55M Buy
82,287
+7,668
+10% +$145K 0.09% 161
2016
Q4
$1.2M Sell
74,619
-4,396
-6% -$70.6K 0.07% 172
2016
Q3
$1.26M Buy
79,015
+4,851
+7% +$77.5K 0.09% 161
2016
Q2
$1.24M Buy
74,164
+848
+1% +$14.1K 0.09% 166
2016
Q1
$1.13M Buy
73,316
+4,226
+6% +$65.4K 0.1% 150
2015
Q4
$1.12M Buy
69,090
+17,368
+34% +$281K 0.11% 144
2015
Q3
$786K Buy
51,722
+31,126
+151% +$473K 0.08% 143
2015
Q2
$319K Buy
+20,596
New +$319K 0.03% 154