Carson Wealth (CWM LLC)’s Diamond Hill DHIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
1,102
+503
| +84% | +$73K | ﹤0.01% | 2362 |
|
|
2025
Q1 | $86K | Buy |
599
+543
| +970% | +$78K | ﹤0.01% | 2543 |
|
|
2024
Q4 | $9K | Buy |
56
+23
| +70% | +$3.7K | ﹤0.01% | 3913 |
|
|
2024
Q3 | $5K | Buy |
33
+22
| +200% | +$3.33K | ﹤0.01% | 4080 |
|
|
2024
Q2 | $2K | Sell |
11
-5
| -31% | -$909 | ﹤0.01% | 4185 |
|
|
2024
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 3956 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1K | – | 4206 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 3800 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 3718 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 3618 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 3507 |
|
|
2022
Q1 | $1K | Sell |
7
-29
| -81% | -$4.14K | ﹤0.01% | 3309 |
|
|
2021
Q4 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 2529 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2737 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2737 |
|