Carson Wealth (CWM LLC)’s Daily Journal DJCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
23
-6
-21% -$2.61K ﹤0.01% 4278
2025
Q1
$12K Buy
29
+1
+4% +$414 ﹤0.01% 3989
2024
Q4
$16K Buy
28
+1
+4% +$571 ﹤0.01% 3570
2024
Q3
$13K Buy
27
+26
+2,600% +$12.5K ﹤0.01% 3615
2024
Q2
$0 Buy
+1
New ﹤0.01% 4651