Carson Wealth (CWM LLC)’s Diana Shipping DSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,079
Closed -$3K 5328
2025
Q2
$3K Hold
2,079
﹤0.01% 4755
2025
Q1
$3K Hold
2,079
﹤0.01% 4609
2024
Q4
$4K Hold
2,079
﹤0.01% 4290
2024
Q3
$5K Hold
2,079
﹤0.01% 4085
2024
Q2
$6K Sell
2,079
-20
-1% -$59 ﹤0.01% 3761
2024
Q1
$6K Buy
2,099
+20
+1% +$60 ﹤0.01% 3566
2023
Q4
$6K Sell
2,079
-417
-17% -$1.15K ﹤0.01% 3409
2023
Q3
$7K Hold
2,496
﹤0.01% 3290
2023
Q2
$7K Hold
2,496
﹤0.01% 3270
2023
Q1
$8K Hold
2,496
﹤0.01% 3069
2022
Q4
$8K Buy
+2,496
New +$7.99K ﹤0.01% 2920

Other funds holding DSX

Carson Wealth (CWM LLC)'s DSX Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Diana Shipping (DSX) in Q3 2025, closing a stake of 2,079 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in DSX in Q4 2022 and held it in 11 quarters. The position peaked at $8K in Q1 2023. 54 funds tracked by Wall St. Rank hold DSX as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Diana Shipping position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,079 Diana Shipping shares in Q3 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Diana Shipping in Q4 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Diana Shipping position peaked at $8K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Diana Shipping as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.