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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.7M Sell
59,785
-17,698
-23% -$798K 0.01% 837
2025
Q1
$3.64M Sell
77,483
-18
-0% -$846 0.01% 619
2024
Q4
$4.37M Buy
77,501
+11,978
+18% +$675K 0.02% 509
2024
Q3
$3.38M Buy
65,523
+19,022
+41% +$980K 0.01% 547
2024
Q2
$2.31M Buy
46,501
+9,272
+25% +$461K 0.01% 608
2024
Q1
$2.17M Buy
37,229
+33,841
+999% +$1.97M 0.01% 599
2023
Q4
$213K Buy
3,388
+654
+24% +$41.1K ﹤0.01% 1402
2023
Q3
$124K Buy
2,734
+99
+4% +$4.49K ﹤0.01% 1518
2023
Q2
$135K Buy
2,635
+1,293
+96% +$66.2K ﹤0.01% 1414
2023
Q1
$46K Buy
+1,342
New +$46K ﹤0.01% 1917