Carson Wealth (CWM LLC)’s DoorDash DASH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.4M Buy
54,522
+14,087
+35% +$3.47M 0.05% 324
2025
Q1
$7.39M Buy
40,435
+26,520
+191% +$4.85M 0.03% 422
2024
Q4
$2.33M Buy
13,915
+3,210
+30% +$538K 0.01% 725
2024
Q3
$1.53M Buy
10,705
+5,273
+97% +$753K 0.01% 823
2024
Q2
$591K Buy
5,432
+811
+18% +$88.2K ﹤0.01% 1123
2024
Q1
$636K Buy
4,621
+285
+7% +$39.2K ﹤0.01% 1035
2023
Q4
$429K Buy
4,336
+1,652
+62% +$163K ﹤0.01% 1119
2023
Q3
$213K Buy
2,684
+437
+19% +$34.7K ﹤0.01% 1287
2023
Q2
$172K Buy
2,247
+295
+15% +$22.6K ﹤0.01% 1313
2023
Q1
$124K Buy
1,952
+187
+11% +$11.9K ﹤0.01% 1378
2022
Q4
$86K Buy
1,765
+1,245
+239% +$60.7K ﹤0.01% 1442
2022
Q3
$26K Sell
520
-46
-8% -$2.3K ﹤0.01% 2047
2022
Q2
$36K Buy
566
+127
+29% +$8.08K ﹤0.01% 1776
2022
Q1
$51K Buy
439
+377
+608% +$43.8K ﹤0.01% 1600
2021
Q4
$9K Buy
+62
New +$9K ﹤0.01% 2391
2021
Q2
$1K Hold
3
﹤0.01% 2735
2021
Q1
$1K Hold
3
﹤0.01% 2735
2020
Q4
$1K Hold
3
﹤0.01% 2735
2020
Q3
$1K Hold
3
﹤0.01% 2735
2020
Q2
$1K Hold
3
﹤0.01% 2735
2020
Q1
$1K Hold
3
﹤0.01% 2735
2019
Q4
$1K Hold
3
﹤0.01% 2735
2019
Q3
$1K Hold
3
﹤0.01% 2735
2019
Q2
$1K Hold
3
﹤0.01% 2735
2019
Q1
$1K Buy
+3
New +$1K ﹤0.01% 2735