Cerity Partners’s Daily Journal DJCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.27M | Buy |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.92M | Hold |
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|
2024
Q1 | $1.76M | Hold |
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|
2023
Q4 | $1.66M | Hold |
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|
2023
Q3 | $1.43M | Hold |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.22M | Buy |
|