Carson Wealth (CWM LLC)’s Dole DOLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
6,234
+1,765
| +39% | +$24.6K | ﹤0.01% | 2838 |
|
|
2025
Q1 | $65K | Sell |
4,469
-581
| -12% | -$8.45K | ﹤0.01% | 2748 |
|
|
2024
Q4 | $68K | Buy |
5,050
+883
| +21% | +$11.9K | ﹤0.01% | 2558 |
|
|
2024
Q3 | $68K | Buy |
4,167
+1,221
| +41% | +$19.9K | ﹤0.01% | 2456 |
|
|
2024
Q2 | $36K | Buy |
2,946
+2,893
| +5,458% | +$35.4K | ﹤0.01% | 2695 |
|
|
2024
Q1 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 4111 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$1K | – | 4208 |
|
|
2023
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3955 |
|