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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $886K | Buy |
14,114
+1,376
| +11% | +$92.1K | ﹤0.01% | 1616 |
|
|
2025
Q4 | $756K | Sell |
12,738
-763
| -6% | -$42.7K | ﹤0.01% | 1662 |
|
|
2025
Q3 | $668K | Buy |
13,501
+912
| +7% | +$46K | ﹤0.01% | 1633 |
|
|
2025
Q2 | $600K | Buy |
12,589
+8,880
| +239% | +$397K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $174K | Buy |
3,709
+3,061
| +472% | +$143K | ﹤0.01% | 2024 |
|
|
2024
Q4 | $29K | Sell |
648
-249
| -28% | -$12.9K | ﹤0.01% | 3198 |
|
|
2024
Q3 | $52K | Buy |
897
+453
| +102% | +$26.6K | ﹤0.01% | 2661 |
|
|
2024
Q2 | $24K | Buy |
444
+29
| +7% | +$1.63K | ﹤0.01% | 2994 |
|
|
2024
Q1 | $24K | Sell |
415
-95
| -19% | -$5.25K | ﹤0.01% | 2777 |
|
|
2023
Q4 | $31K | Sell |
510
-54
| -10% | -$2.84K | ﹤0.01% | 2491 |
|
|
2023
Q3 | $31K | Hold |
564
| – | – | ﹤0.01% | 2386 |
|
|
2023
Q2 | $27K | Buy |
564
+400
| +244% | +$17.4K | ﹤0.01% | 2433 |
|
|
2023
Q1 | $7K | Hold |
164
| – | – | ﹤0.01% | 3144 |
|
|
2022
Q4 | $6K | Buy |
164
+75
| +84% | +$2.69K | ﹤0.01% | 3086 |
|
|
2022
Q3 | $3K | Sell |
89
-657
| -88% | -$25.5K | ﹤0.01% | 3315 |
|
|
2022
Q2 | $30K | Buy |
746
+495
| +197% | +$24.7K | ﹤0.01% | 1888 |
|
|
2022
Q1 | $15K | Hold |
251
| – | – | ﹤0.01% | 2252 |
|
|
2021
Q4 | $13K | Buy |
+251
| New | +$12.2K | ﹤0.01% | 2207 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | – | – | 3116 |
|
|
2018
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 2179 |
|
|
2018
Q3 | $0 | Sell |
25
-75
| -75% | -$1.31K | ﹤0.01% | 1921 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q1 | $2K | Buy |
+100
| New | +$1.85K | ﹤0.01% | 1183 |
|
Other funds holding JOE
FCM
VPM
VCM
PP
