Carson Wealth (CWM LLC)’s Peapack-Gladstone Financial PGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
913
+705
| +339% | +$20.1K | ﹤0.01% | 3746 |
|
|
2025
Q1 | $6K | Sell |
208
-103
| -33% | -$2.97K | ﹤0.01% | 4386 |
|
|
2024
Q4 | $10K | Buy |
311
+212
| +214% | +$6.82K | ﹤0.01% | 3886 |
|
|
2024
Q3 | $3K | Buy |
99
+96
| +3,200% | +$2.91K | ﹤0.01% | 4304 |
|
|
2024
Q2 | $0 | Sell |
3
-45
| -94% | – | ﹤0.01% | 4851 |
|
|
2024
Q1 | $1K | Buy |
48
+38
| +380% | +$792 | ﹤0.01% | 4180 |
|
|
2023
Q4 | $0 | Sell |
10
-239
| -96% | – | ﹤0.01% | 4415 |
|
|
2023
Q3 | $6K | Buy |
249
+84
| +51% | +$2.02K | ﹤0.01% | 3389 |
|
|
2023
Q2 | $4K | Sell |
165
-44
| -21% | -$1.07K | ﹤0.01% | 3545 |
|
|
2023
Q1 | $6K | Buy |
209
+44
| +27% | +$1.26K | ﹤0.01% | 3227 |
|
|
2022
Q4 | $6K | Buy |
165
+67
| +68% | +$2.44K | ﹤0.01% | 3097 |
|
|
2022
Q3 | $3K | Sell |
98
-12
| -11% | -$367 | ﹤0.01% | 3340 |
|
|
2022
Q2 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 3217 |
|
|
2021
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2020
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2020
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2020
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2020
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2019
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2019
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2019
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 2145 |
|
|
2019
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2145 |
|