Carson Wealth (CWM LLC)’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
20,049
+19,193
| +2,242% | +$305K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $14K | Sell |
856
-1,050
| -55% | -$17.2K | ﹤0.01% | 3905 |
|
|
2024
Q4 | $43K | Buy |
1,906
+424
| +29% | +$9.57K | ﹤0.01% | 2910 |
|
|
2024
Q3 | $29K | Sell |
1,482
-275
| -16% | -$5.38K | ﹤0.01% | 3109 |
|
|
2024
Q2 | $39K | Buy |
1,757
+1,489
| +556% | +$33.1K | ﹤0.01% | 2629 |
|
|
2024
Q1 | $6K | Sell |
268
-1,277
| -83% | -$28.6K | ﹤0.01% | 3563 |
|
|
2023
Q4 | $33K | Buy |
1,545
+145
| +10% | +$3.1K | ﹤0.01% | 2433 |
|
|
2023
Q3 | $26K | Buy |
1,400
+1,062
| +314% | +$19.7K | ﹤0.01% | 2496 |
|
|
2023
Q2 | $6K | Buy |
338
+104
| +44% | +$1.85K | ﹤0.01% | 3330 |
|
|
2023
Q1 | $4K | Sell |
234
-103
| -31% | -$1.76K | ﹤0.01% | 3367 |
|
|
2022
Q4 | $6K | Sell |
337
-385
| -53% | -$6.86K | ﹤0.01% | 3061 |
|
|
2022
Q3 | $12K | Buy |
+722
| New | +$12K | ﹤0.01% | 2552 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$1K | – | 2964 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1867 |
|
|
2018
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1643 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$6K | – | 1435 |
|
|
2017
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 1019 |
|
|
2017
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
|
2017
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 844 |
|
|
2016
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 814 |
|
|
2016
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 821 |
|