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Capital Southwest Corporation shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $14k 639 22.04
2025-03-31 $405k 18k 22.32
2024-12-31 $417k 19k 21.82
2023-09-30 $18k 800 22.90
2023-06-30 $16k 800 19.72
2023-03-31 $14k 800 17.78
2022-12-31 $14 800 0.02

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation