Carson Wealth (CWM LLC)’s TPG TPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
1,027
+135
| +15% | +$7.1K | ﹤0.01% | 3224 |
|
|
2025
Q1 | $42K | Sell |
892
-102
| -10% | -$4.8K | ﹤0.01% | 3128 |
|
|
2024
Q4 | $62K | Buy |
994
+34
| +4% | +$2.12K | ﹤0.01% | 2634 |
|
|
2024
Q3 | $55K | Buy |
960
+954
| +15,900% | +$54.7K | ﹤0.01% | 2621 |
|
|
2024
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4942 |
|