Carson Wealth (CWM LLC)’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
3,904
-3,511
| -47% | -$215K | ﹤0.01% | 2017 |
|
|
2025
Q1 | $430K | Buy |
7,415
+2,569
| +53% | +$149K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $259K | Buy |
4,846
+1,064
| +28% | +$56.9K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $165K | Sell |
3,782
-1,240
| -25% | -$54.1K | ﹤0.01% | 1861 |
|
|
2024
Q2 | $140K | Sell |
5,022
-55
| -1% | -$1.53K | ﹤0.01% | 1771 |
|
|
2024
Q1 | $137K | Sell |
5,077
-263
| -5% | -$7.1K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $150K | Buy |
5,340
+358
| +7% | +$10.1K | ﹤0.01% | 1548 |
|
|
2023
Q3 | $106K | Buy |
4,982
+1,813
| +57% | +$38.6K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $108K | Buy |
3,169
+204
| +7% | +$6.95K | ﹤0.01% | 1525 |
|
|
2023
Q1 | $96K | Buy |
2,965
+1,007
| +51% | +$32.6K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $66K | Buy |
1,958
+498
| +34% | +$16.8K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $44K | Buy |
1,460
+1,232
| +540% | +$37.1K | ﹤0.01% | 1710 |
|
|
2022
Q2 | $8K | Buy |
+228
| New | +$8K | ﹤0.01% | 2689 |
|
|
2022
Q1 | – | Sell |
-91
| Closed | -$5K | – | 3569 |
|
|
2021
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 2698 |
|