Carson Wealth (CWM LLC)’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
12,589
+8,880
| +239% | +$423K | ﹤0.01% | 1509 |
|
|
2025
Q1 | $174K | Buy |
3,709
+3,061
| +472% | +$144K | ﹤0.01% | 2022 |
|
|
2024
Q4 | $29K | Sell |
648
-249
| -28% | -$11.1K | ﹤0.01% | 3196 |
|
|
2024
Q3 | $52K | Buy |
897
+453
| +102% | +$26.3K | ﹤0.01% | 2659 |
|
|
2024
Q2 | $24K | Buy |
444
+29
| +7% | +$1.57K | ﹤0.01% | 2992 |
|
|
2024
Q1 | $24K | Sell |
415
-95
| -19% | -$5.49K | ﹤0.01% | 2775 |
|
|
2023
Q4 | $31K | Sell |
510
-54
| -10% | -$3.28K | ﹤0.01% | 2489 |
|
|
2023
Q3 | $31K | Hold |
564
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q2 | $27K | Buy |
564
+400
| +244% | +$19.1K | ﹤0.01% | 2430 |
|
|
2023
Q1 | $7K | Hold |
164
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q4 | $6K | Buy |
164
+75
| +84% | +$2.74K | ﹤0.01% | 3083 |
|
|
2022
Q3 | $3K | Sell |
89
-657
| -88% | -$22.1K | ﹤0.01% | 3309 |
|
|
2022
Q2 | $30K | Buy |
746
+495
| +197% | +$19.9K | ﹤0.01% | 1886 |
|
|
2022
Q1 | $15K | Hold |
251
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q4 | $13K | Buy |
+251
| New | +$13K | ﹤0.01% | 2203 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | – | – | 3078 |
|
|
2018
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 2172 |
|
|
2018
Q3 | $0 | Sell |
25
-75
| -75% | – | ﹤0.01% | 1917 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1182 |
|