Carson Wealth (CWM LLC)’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $24K | Sell |
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|
2024
Q4 | $173K | Buy |
|
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $144K | Buy |
|
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $68K | Buy |
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|
2023
Q3 | $54K | Buy |
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|
2023
Q2 | $41K | Sell |
|
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|
2023
Q1 | $4.06M | Buy |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $954K | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q2 | $3.13M | Hold |
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|
2021
Q1 | $3.13M | Hold |
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|
2020
Q4 | $3.13M | Hold |
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|
2020
Q3 | $3.13M | Buy |
|