Carson Wealth (CWM LLC)’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.02M | Buy |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $118K | Buy |
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|
2023
Q3 | $95K | Buy |
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|
2023
Q2 | $79K | Buy |
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|
2023
Q1 | $40K | Buy |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
|