Carson Wealth (CWM LLC)’s Gates Industrial GTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
57,462
+1,642
| +3% | +$37.8K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $1.03M | Buy |
55,820
+230
| +0.4% | +$4.24K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $1.14M | Sell |
55,590
-1,602
| -3% | -$32.9K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $1M | Buy |
57,192
+17,785
| +45% | +$312K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $623K | Buy |
39,407
+14,555
| +59% | +$230K | ﹤0.01% | 1101 |
|
|
2024
Q1 | $440K | Buy |
24,852
+9,824
| +65% | +$174K | ﹤0.01% | 1180 |
|
|
2023
Q4 | $202K | Buy |
15,028
+7,595
| +102% | +$102K | ﹤0.01% | 1421 |
|
|
2023
Q3 | $86K | Buy |
7,433
+5,542
| +293% | +$64.1K | ﹤0.01% | 1723 |
|
|
2023
Q2 | $25K | Buy |
1,891
+1,678
| +788% | +$22.2K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $3K | Hold |
213
| – | – | ﹤0.01% | 3502 |
|
|
2022
Q4 | $2K | Buy |
213
+157
| +280% | +$1.47K | ﹤0.01% | 3550 |
|
|
2022
Q3 | $1K | Buy |
56
+3
| +6% | +$54 | ﹤0.01% | 3649 |
|
|
2022
Q2 | $1K | Sell |
53
-45
| -46% | -$849 | ﹤0.01% | 3534 |
|
|
2022
Q1 | $1K | Sell |
98
-106
| -52% | -$1.08K | ﹤0.01% | 3330 |
|
|
2021
Q4 | $3K | Buy |
+204
| New | +$3K | ﹤0.01% | 2965 |
|