Carson Wealth (CWM LLC)’s Chart Industries GTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
1,922
+906
| +89% | +$149K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $147K | Sell |
1,016
-14,826
| -94% | -$2.15M | ﹤0.01% | 2112 |
|
|
2024
Q4 | $3.02M | Sell |
15,842
-1,677
| -10% | -$320K | 0.01% | 624 |
|
|
2024
Q3 | $2.18M | Sell |
17,519
-2,382
| -12% | -$296K | 0.01% | 668 |
|
|
2024
Q2 | $2.87M | Buy |
19,901
+888
| +5% | +$128K | 0.01% | 544 |
|
|
2024
Q1 | $3.13M | Sell |
19,013
-5,817
| -23% | -$958K | 0.02% | 519 |
|
|
2023
Q4 | $3.39M | Sell |
24,830
-1,579
| -6% | -$215K | 0.02% | 468 |
|
|
2023
Q3 | $4.47M | Sell |
26,409
-2,248
| -8% | -$380K | 0.03% | 383 |
|
|
2023
Q2 | $4.58M | Buy |
28,657
+8,360
| +41% | +$1.34M | 0.03% | 356 |
|
|
2023
Q1 | $2.55M | Sell |
20,297
-670
| -3% | -$84K | 0.02% | 440 |
|
|
2022
Q4 | $2.42M | Buy |
20,967
+4,702
| +29% | +$542K | 0.02% | 420 |
|
|
2022
Q3 | $3M | Buy |
16,265
+16,246
| +85,505% | +$2.99M | 0.02% | 360 |
|
|
2022
Q2 | $3K | Sell |
19
-114
| -86% | -$18K | ﹤0.01% | 3191 |
|
|
2022
Q1 | $23K | Buy |
133
+63
| +90% | +$10.9K | ﹤0.01% | 1987 |
|
|
2021
Q4 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 2296 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3041 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1666 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1505 |
|
|
2017
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1506 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1227 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$10K | – | 268 |
|
|
2013
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 404 |
|