Carson Wealth (CWM LLC)’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Buy |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | $29K | Sell |
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|
2024
Q3 | $52K | Buy |
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|
2024
Q2 | $24K | Buy |
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|
2024
Q1 | $24K | Sell |
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|
2023
Q4 | $31K | Sell |
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|
2023
Q3 | $31K | Hold |
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|
2023
Q2 | $27K | Buy |
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|
2023
Q1 | $7K | Hold |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Sell |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Buy |
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