Carson Wealth (CWM LLC)’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
18,272
+470
| +3% | +$13.4K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $594K | Buy |
17,802
+799
| +5% | +$26.7K | ﹤0.01% | 1385 |
|
|
2024
Q4 | $579K | Buy |
17,003
+408
| +2% | +$13.9K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $670K | Sell |
16,595
-2,261
| -12% | -$91.3K | ﹤0.01% | 1201 |
|
|
2024
Q2 | $655K | Buy |
18,856
+754
| +4% | +$26.2K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $691K | Buy |
18,102
+488
| +3% | +$18.6K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $646K | Buy |
17,614
+2,661
| +18% | +$97.6K | ﹤0.01% | 963 |
|
|
2023
Q3 | $359K | Buy |
14,953
+4,053
| +37% | +$97.3K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $438K | Buy |
10,900
+896
| +9% | +$36K | ﹤0.01% | 977 |
|
|
2023
Q1 | $392K | Buy |
10,004
+2,277
| +29% | +$89.2K | ﹤0.01% | 963 |
|
|
2022
Q4 | $197K | Buy |
7,727
+2,520
| +48% | +$64.2K | ﹤0.01% | 1104 |
|
|
2022
Q3 | $188K | Buy |
5,207
+2,423
| +87% | +$87.5K | ﹤0.01% | 1079 |
|
|
2022
Q2 | $115K | Buy |
2,784
+1,427
| +105% | +$58.9K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $79K | Buy |
1,357
+1,040
| +328% | +$60.5K | ﹤0.01% | 1418 |
|
|
2021
Q4 | $25K | Buy |
+317
| New | +$25K | ﹤0.01% | 1863 |
|