Carson Wealth (CWM LLC)’s Dun & Bradstreet DNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
27,219
+24,583
| +933% | +$223K | ﹤0.01% | 1992 |
|
|
2025
Q1 | $24K | Sell |
2,636
-11,263
| -81% | -$103K | ﹤0.01% | 3529 |
|
|
2024
Q4 | $173K | Buy |
13,899
+521
| +4% | +$6.49K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $154K | Sell |
13,378
-2,127
| -14% | -$24.5K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $144K | Buy |
15,505
+12,109
| +357% | +$112K | ﹤0.01% | 1760 |
|
|
2024
Q1 | $34K | Sell |
3,396
-2,381
| -41% | -$23.8K | ﹤0.01% | 2552 |
|
|
2023
Q4 | $68K | Buy |
5,777
+407
| +8% | +$4.79K | ﹤0.01% | 1987 |
|
|
2023
Q3 | $54K | Buy |
5,370
+1,813
| +51% | +$18.2K | ﹤0.01% | 2009 |
|
|
2023
Q2 | $41K | Sell |
3,557
-342,104
| -99% | -$3.94M | ﹤0.01% | 2116 |
|
|
2023
Q1 | $4.06M | Buy |
345,661
+303,531
| +720% | +$3.56M | 0.03% | 363 |
|
|
2022
Q4 | $517K | Sell |
42,130
-34,867
| -45% | -$428K | ﹤0.01% | 799 |
|
|
2022
Q3 | $954K | Sell |
76,997
-7,770
| -9% | -$96.3K | 0.01% | 573 |
|
|
2022
Q2 | $1.27M | Sell |
84,767
-8,082
| -9% | -$121K | 0.01% | 505 |
|
|
2022
Q1 | $1.63M | Sell |
92,849
-15,436
| -14% | -$270K | 0.01% | 442 |
|
|
2021
Q4 | $2.22M | Buy |
+108,285
| New | +$2.22M | 0.02% | 409 |
|
|
2021
Q2 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2021
Q1 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2020
Q4 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2020
Q3 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2020
Q2 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2020
Q1 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2019
Q4 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2019
Q3 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2019
Q2 | $3.13M | Hold |
146,474
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $3.13M | Buy |
+146,474
| New | +$3.13M | 0.02% | 342 |
|