Carson Wealth (CWM LLC)’s ONE Gas OGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,535
+57
| +2% | +$4.09K | ﹤0.01% | 2255 |
|
|
2025
Q1 | $187K | Buy |
2,478
+317
| +15% | +$23.9K | ﹤0.01% | 1964 |
|
|
2024
Q4 | $150K | Buy |
2,161
+481
| +29% | +$33.4K | ﹤0.01% | 2019 |
|
|
2024
Q3 | $125K | Buy |
1,680
+248
| +17% | +$18.5K | ﹤0.01% | 2051 |
|
|
2024
Q2 | $91K | Buy |
1,432
+600
| +72% | +$38.1K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $54K | Sell |
832
-43
| -5% | -$2.79K | ﹤0.01% | 2241 |
|
|
2023
Q4 | $56K | Sell |
875
-194
| -18% | -$12.4K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $73K | Sell |
1,069
-45
| -4% | -$3.07K | ﹤0.01% | 1841 |
|
|
2023
Q2 | $86K | Sell |
1,114
-569
| -34% | -$43.9K | ﹤0.01% | 1643 |
|
|
2023
Q1 | $133K | Buy |
1,683
+472
| +39% | +$37.3K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $92K | Sell |
1,211
-110
| -8% | -$8.36K | ﹤0.01% | 1416 |
|
|
2022
Q3 | $93K | Buy |
1,321
+26
| +2% | +$1.83K | ﹤0.01% | 1368 |
|
|
2022
Q2 | $105K | Buy |
1,295
+96
| +8% | +$7.78K | ﹤0.01% | 1298 |
|
|
2022
Q1 | $106K | Buy |
1,199
+257
| +27% | +$22.7K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $73K | Buy |
+942
| New | +$73K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2021
Q1 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q4 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q3 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q2 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q1 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q4 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q3 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q2 | $36K | Hold |
481
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q1 | $36K | Buy |
+481
| New | +$36K | ﹤0.01% | 1539 |
|
|
2016
Q4 | – | Sell |
-3,800
| Closed | -$235K | – | 1153 |
|
|
2016
Q3 | $235K | Buy |
+3,800
| New | +$235K | 0.02% | 251 |
|