Carson Wealth (CWM LLC)’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
690
+241
| +54% | +$15K | ﹤0.01% | 3390 |
|
|
2025
Q1 | $20K | Buy |
449
+50
| +13% | +$2.23K | ﹤0.01% | 3663 |
|
|
2024
Q4 | $25K | Sell |
399
-174
| -30% | -$10.9K | ﹤0.01% | 3280 |
|
|
2024
Q3 | $38K | Buy |
573
+101
| +21% | +$6.7K | ﹤0.01% | 2898 |
|
|
2024
Q2 | $28K | Buy |
472
+198
| +72% | +$11.7K | ﹤0.01% | 2887 |
|
|
2024
Q1 | $17K | Buy |
274
+2
| +0.7% | +$124 | ﹤0.01% | 3003 |
|
|
2023
Q4 | $17K | Sell |
272
-34
| -11% | -$2.13K | ﹤0.01% | 2863 |
|
|
2023
Q3 | $17K | Sell |
306
-500
| -62% | -$27.8K | ﹤0.01% | 2779 |
|
|
2023
Q2 | $37K | Buy |
806
+500
| +163% | +$23K | ﹤0.01% | 2202 |
|
|
2023
Q1 | $13K | Buy |
306
+103
| +51% | +$4.38K | ﹤0.01% | 2780 |
|
|
2022
Q4 | $8K | Buy |
203
+31
| +18% | +$1.22K | ﹤0.01% | 2914 |
|
|
2022
Q3 | $6K | Buy |
172
+19
| +12% | +$663 | ﹤0.01% | 2956 |
|
|
2022
Q2 | $4K | Sell |
153
-73
| -32% | -$1.91K | ﹤0.01% | 3058 |
|
|
2022
Q1 | $8K | Buy |
226
+35
| +18% | +$1.24K | ﹤0.01% | 2600 |
|
|
2021
Q4 | $9K | Buy |
+191
| New | +$9K | ﹤0.01% | 2392 |
|
|
2021
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2021
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q4 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q3 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q4 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q3 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q1 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 2335 |
|
|
2017
Q3 | – | Sell |
-62
| Closed | -$1K | – | 1484 |
|
|
2017
Q2 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 1082 |
|