Carson Wealth (CWM LLC)’s Denali Therapeutics DNLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32K | Buy |
2,275
+251
| +12% | +$3.53K | ﹤0.01% | 3605 |
|
2025
Q1 | $28K | Sell |
2,024
-378
| -16% | -$5.23K | ﹤0.01% | 3434 |
|
2024
Q4 | $49K | Buy |
2,402
+249
| +12% | +$5.08K | ﹤0.01% | 2811 |
|
2024
Q3 | $63K | Buy |
2,153
+654
| +44% | +$19.1K | ﹤0.01% | 2518 |
|
2024
Q2 | $35K | Sell |
1,499
-271
| -15% | -$6.33K | ﹤0.01% | 2715 |
|
2024
Q1 | $36K | Sell |
1,770
-241
| -12% | -$4.9K | ﹤0.01% | 2512 |
|
2023
Q4 | $43K | Buy |
2,011
+1,376
| +217% | +$29.4K | ﹤0.01% | 2264 |
|
2023
Q3 | $13K | Sell |
635
-22
| -3% | -$450 | ﹤0.01% | 2971 |
|
2023
Q2 | $19K | Buy |
657
+388
| +144% | +$11.2K | ﹤0.01% | 2662 |
|
2023
Q1 | $6K | Buy |
269
+209
| +348% | +$4.66K | ﹤0.01% | 3193 |
|
2022
Q4 | $2K | Sell |
60
-20
| -25% | -$667 | ﹤0.01% | 3523 |
|
2022
Q3 | $2K | Buy |
80
+11
| +16% | +$275 | ﹤0.01% | 3434 |
|
2022
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 3308 |
|