Carson Wealth (CWM LLC)’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Sell |
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|
2025
Q4 | $174K | Buy |
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|
2025
Q3 | $155K | Buy |
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|
2025
Q2 | $107K | Sell |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $82K | Sell |
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|
2024
Q3 | $84K | Sell |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $77K | Buy |
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|
2023
Q4 | $65K | Sell |
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|
2023
Q3 | $57K | Sell |
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|
2023
Q2 | $63K | Buy |
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|
2023
Q1 | $51K | Buy |
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|
2022
Q4 | $43K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $19K | Buy |
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