Carson Wealth (CWM LLC)
DVAX

Carson Wealth (CWM LLC)’s Dynavax Technologies DVAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-602
Closed -$9K – 5713
2025
Q4 		$9K Sell
602
-95
-14% -$1.05K ﹤0.01% 4593
2025
Q3 		$7K Sell
697
-818
-54% -$8.51K ﹤0.01% 4608
2025
Q2 		$15K Sell
1,515
-1,031
-40% -$10.9K ﹤0.01% 4075
2025
Q1 		$33K Buy
2,546
+435
+21% +$5.76K ﹤0.01% 3311
2024
Q4 		$27K Buy
2,111
+311
+17% +$3.76K ﹤0.01% 3237
2024
Q3 		$20K Buy
1,800
+512
+40% +$5.64K ﹤0.01% 3350
2024
Q2 		$14K Buy
1,288
+642
+99% +$7.47K ﹤0.01% 3334
2024
Q1 		$8K Buy
646
+184
+40% +$2.4K ﹤0.01% 3447
2023
Q4 		$6K Sell
462
-137
-23% -$1.9K ﹤0.01% 3410
2023
Q3 		$9K Buy
599
+85
+17% +$1.2K ﹤0.01% 3184
2023
Q2 		$7K Buy
514
+511
+17,033% +$5.82K ﹤0.01% 3271
2023
Q1 		$0 Sell
3
-373
-99% -$3.98K ﹤0.01% 4118
2022
Q4 		$4K Buy
376
+32
+9% +$372 ﹤0.01% 3280
2022
Q3 		$4K Buy
+344
New +$4.48K ﹤0.01% 3158

Other funds holding DVAX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DVAX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Dynavax Technologies (DVAX) in Q1 2026, closing a stake of 602 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in DVAX in Q3 2022 and held it in 14 quarters. The position peaked at $33K in Q1 2025. 1 fund tracked by Wall St. Rank holds DVAX as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Dynavax Technologies position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 602 Dynavax Technologies shares in Q1 2026, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Dynavax Technologies in Q3 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Dynavax Technologies position peaked at $33K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Dynavax Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.