Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s GitLab GTLB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GTLB Stock Details GTLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.63M	Buy	260,178 +35,309	+16%	+$1.03M	0.01%	756
2025 Q4	$8.44M	Buy	224,869 +150,717	+203%	+$6.52M	0.02%	580
2025 Q3	$3.34M	Buy	74,152 +14,367	+24%	+$657K	0.01%	880
2025 Q2	$2.7M	Sell	59,785 -17,698	-23%	-$809K	0.01%	837
2025 Q1	$3.64M	Sell	77,483 -18	-0%	-$1.1K	0.01%	619
2024 Q4	$4.37M	Buy	77,501 +11,978	+18%	+$698K	0.02%	509
2024 Q3	$3.38M	Buy	65,523 +19,022	+41%	+$951K	0.01%	548
2024 Q2	$2.31M	Buy	46,501 +9,272	+25%	+$482K	0.01%	609
2024 Q1	$2.17M	Buy	37,229 +33,841	+999%	+$2.22M	0.01%	600
2023 Q4	$213K	Buy	3,388 +654	+24%	+$33.1K	﹤0.01%	1404
2023 Q3	$124K	Buy	2,734 +99	+4%	+$4.74K	﹤0.01%	1519
2023 Q2	$135K	Buy	2,635 +1,293	+96%	+$48K	﹤0.01%	1416
2023 Q1	$46K	Buy	+1,342	New	+$59K	﹤0.01%	1919

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