Carolina Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

Carolina Wealth Advisors’s Portfolio DJT Stock Details DJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-88	Closed	-$1.41K	–	358
2024 Q3	$1.41K	Hold	88	–	–	﹤0.01%	291
2024 Q2	$2.88K	Hold	88	–	–	﹤0.01%	182
2024 Q1	$5.45K	Hold	88	–	–	﹤0.01%	169
2023 Q4	$1.54K	Hold	88	–	–	﹤0.01%	209
2023 Q3	$1.44K	Hold	88	–	–	﹤0.01%	227
2023 Q2	$1.1K	Hold	88	–	–	﹤0.01%	225
2023 Q1	$1.24K	Hold	88	–	–	﹤0.01%	229
2022 Q4	$1K	Hold	88	–	–	﹤0.01%	228
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	237
2022 Q2	$2K	Hold	88	–	–	﹤0.01%	241
2022 Q1	$6K	Hold	88	–	–	﹤0.01%	203
2021 Q4	$5K	Buy	+88	New	+$3.98K	﹤0.01%	218

Other funds holding DJT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolina Wealth Advisors's DJT Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Trump Media & Technology Group (DJT) in Q4 2024, closing a stake of 88 shares — an estimated $1.41K sold.

Carolina Wealth Advisors first reported a position in DJT in Q4 2021 and held it in 12 quarters. The position peaked at $6K in Q1 2022. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

Carolina Wealth Advisors reported no remaining Trump Media & Technology Group position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 88 Trump Media & Technology Group shares in Q4 2024, an estimated $1.41K.
Carolina Wealth Advisors first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 12 quarters.
Carolina Wealth Advisors's Trump Media & Technology Group position peaked at $6K in Q1 2022.
323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.