CNWM
Clay Northam Wealth Management’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
22,347
-1,150
| -5% | -$32.8K | 0.41% | 41 |
|
|
2025
Q1 | $785K | Sell |
23,497
-165
| -0.7% | -$5.51K | 0.55% | 29 |
|
|
2024
Q4 | $806K | Sell |
23,662
-325
| -1% | -$11.1K | 0.52% | 30 |
|
|
2024
Q3 | $969K | Sell |
23,987
-2,150
| -8% | -$86.8K | 0.67% | 24 |
|
|
2024
Q2 | $908K | Sell |
26,137
-301
| -1% | -$10.5K | 0.69% | 23 |
|
|
2024
Q1 | $1.01M | Hold |
26,438
| – | – | 0.81% | 20 |
|
|
2023
Q4 | $970K | Sell |
26,438
-310
| -1% | -$11.4K | 0.86% | 19 |
|
|
2023
Q3 | $643K | Sell |
26,748
-170
| -0.6% | -$4.09K | 0.64% | 24 |
|
|
2023
Q2 | $1.08M | Buy |
26,918
+550
| +2% | +$22.1K | 1.03% | 19 |
|
|
2023
Q1 | $1.03M | Buy |
26,368
+285
| +1% | +$11.2K | 1.06% | 19 |
|
|
2022
Q4 | $664K | Buy |
26,083
+858
| +3% | +$21.9K | 0.77% | 23 |
|
|
2022
Q3 | $912K | Buy |
25,225
+140
| +0.6% | +$5.06K | 1.14% | 19 |
|
|
2022
Q2 | $1.04M | Buy |
25,085
+14,050
| +127% | +$581K | 1.29% | 16 |
|
|
2022
Q1 | $638K | Buy |
11,035
+1,110
| +11% | +$64.2K | 0.65% | 34 |
|
|
2021
Q4 | $797K | Buy |
+9,925
| New | +$797K | 0.75% | 29 |
|