Carson Wealth (CWM LLC)’s Groupon GRPN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
1,003
+22
+2% +$746 ﹤0.01% 3552
2025
Q1
$18K Buy
981
+924
+1,621% +$17K ﹤0.01% 3746
2024
Q4
$1K Buy
57
+11
+24% +$193 ﹤0.01% 4708
2024
Q3
$0 Buy
46
+1
+2% ﹤0.01% 4945
2024
Q2
$1K Sell
45
-90
-67% -$2K ﹤0.01% 4386
2024
Q1
$2K Buy
135
+1
+0.7% +$15 ﹤0.01% 3979
2023
Q4
$2K Sell
134
-5
-4% -$75 ﹤0.01% 3801
2023
Q3
$2K Buy
139
+5
+4% +$72 ﹤0.01% 3801
2023
Q2
$1K Hold
134
﹤0.01% 3954
2023
Q1
$1K Sell
134
-203
-60% -$1.52K ﹤0.01% 3828
2022
Q4
$3K Buy
337
+237
+237% +$2.11K ﹤0.01% 3409
2022
Q3
$1K Sell
100
-202
-67% -$2.02K ﹤0.01% 3648
2022
Q2
$3K Buy
302
+202
+202% +$2.01K ﹤0.01% 3190
2022
Q1
$2K Hold
100
﹤0.01% 3162
2021
Q4
$2K Buy
+100
New +$2K ﹤0.01% 3113
2021
Q2
$4K Hold
100
﹤0.01% 2414
2021
Q1
$4K Hold
100
﹤0.01% 2414
2020
Q4
$4K Hold
100
﹤0.01% 2414
2020
Q3
$4K Hold
100
﹤0.01% 2414
2020
Q2
$4K Buy
100
+95
+1,900% +$3.8K ﹤0.01% 2414
2020
Q1
$4K Hold
5
﹤0.01% 2414
2019
Q4
$4K Hold
5
﹤0.01% 2414
2019
Q3
$4K Hold
5
﹤0.01% 2414
2019
Q2
$4K Hold
5
﹤0.01% 2414
2019
Q1
$4K Sell
5
-504
-99% -$403K ﹤0.01% 2414
2018
Q4
$33K Sell
509
-1,590
-76% -$103K ﹤0.01% 983
2018
Q3
$158K Sell
2,099
-30,912
-94% -$2.33M ﹤0.01% 552
2018
Q2
$2.84M Buy
33,011
+730
+2% +$62.8K 0.09% 178
2018
Q1
$2.8M Sell
32,281
-776
-2% -$67.4K 0.11% 146
2017
Q4
$3.37M Sell
33,057
-10,692
-24% -$1.09M 0.15% 113
2017
Q3
$4.55M Sell
43,749
-880
-2% -$91.5K 0.22% 88
2017
Q2
$3.43M Sell
44,629
-3,784
-8% -$291K 0.18% 101
2017
Q1
$3.81M Sell
48,413
-3,715
-7% -$292K 0.22% 94
2016
Q4
$3.46M Sell
52,128
-2,505
-5% -$166K 0.21% 112
2016
Q3
$5.63M Sell
54,633
-4,485
-8% -$462K 0.39% 75
2016
Q2
$3.84M Buy
59,118
+8,797
+17% +$572K 0.28% 107
2016
Q1
$4.02M Sell
50,321
-4,858
-9% -$388K 0.35% 92
2015
Q4
$3.39M Buy
55,179
+1,000
+2% +$61.4K 0.33% 98
2015
Q3
$3.53M Buy
54,179
+19,983
+58% +$1.3M 0.36% 95
2015
Q2
$3.44M Buy
34,196
+4,448
+15% +$447K 0.33% 105
2015
Q1
$4.29M Sell
29,748
-1,388
-4% -$200K 0.43% 93
2014
Q4
$5.14M Buy
31,136
+4,203
+16% +$694K 0.62% 47
2014
Q3
$3.6M Buy
26,933
+4,336
+19% +$579K 0.52% 60
2014
Q2
$2.99M Buy
22,597
+11,363
+101% +$1.5M 0.54% 57
2014
Q1
$1.76M Buy
11,234
+7,440
+196% +$1.17M 0.24% 73
2013
Q4
$890K Buy
3,794
+1,612
+74% +$378K 0.14% 103
2013
Q3
$489K Buy
+2,182
New +$489K 0.13% 111