Carson Wealth (CWM LLC)’s Definitive Healthcare DH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96K | Buy |
24,498
+16,657
| +212% | +$65.3K | ﹤0.01% | 2765 |
|
|
2025
Q1 | $23K | Sell |
7,841
-9,299
| -54% | -$27.3K | ﹤0.01% | 3556 |
|
|
2024
Q4 | $70K | Buy |
17,140
+9,181
| +115% | +$37.5K | ﹤0.01% | 2527 |
|
|
2024
Q3 | $36K | Buy |
7,959
+6,872
| +632% | +$31.1K | ﹤0.01% | 2944 |
|
|
2024
Q2 | $6K | Buy |
1,087
+413
| +61% | +$2.28K | ﹤0.01% | 3757 |
|
|
2024
Q1 | $5K | Sell |
674
-261
| -28% | -$1.94K | ﹤0.01% | 3640 |
|
|
2023
Q4 | $9K | Sell |
935
-1,799
| -66% | -$17.3K | ﹤0.01% | 3230 |
|
|
2023
Q3 | $22K | Sell |
2,734
-336,207
| -99% | -$2.71M | ﹤0.01% | 2620 |
|
|
2023
Q2 | $3.73M | Buy |
338,941
+110,220
| +48% | +$1.21M | 0.02% | 402 |
|
|
2023
Q1 | $2.36M | Buy |
228,721
+228,437
| +80,436% | +$2.36M | 0.02% | 451 |
|
|
2022
Q4 | $3K | Buy |
284
+149
| +110% | +$1.57K | ﹤0.01% | 3391 |
|
|
2022
Q3 | $2K | Buy |
135
+10
| +8% | +$148 | ﹤0.01% | 3431 |
|
|
2022
Q2 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 3172 |
|