Carson Wealth (CWM LLC)’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Buy |
|
|||||
|
2025
Q2 | $580K | Sell |
|
|||||
|
2025
Q1 | $386K | Buy |
|
|||||
|
2024
Q4 | $294K | Buy |
|
|||||
|
2024
Q3 | $234K | Buy |
|
|||||
|
2024
Q2 | $101K | Buy |
|
|||||
|
2024
Q1 | $58K | Buy |
|
|||||
|
2023
Q4 | $57K | Sell |
|
|||||
|
2023
Q3 | $61K | Hold |
|
|||||
|
2023
Q2 | $51K | Buy |
|
|||||
|
2023
Q1 | $36K | Buy |
|
|||||
|
2022
Q4 | $28K | Buy |
|
|||||
|
2022
Q3 | $19K | Buy |
|
|||||
|
2022
Q2 | $7K | Sell |
|
|||||
|
2022
Q1 | $11K | Buy |
|
|||||
|
2021
Q4 | $3K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $2K | Sell |
|
|||||
|
2018
Q3 | $3K | Buy |
|
|||||
|
2018
Q2 | $2K | Hold |
|
|||||
|
2018
Q1 | $2K | Sell |
|
|||||
|
2017
Q4 | $2K | Buy |
|
|||||
|
2017
Q3 | $2K | Sell |
|
|||||
|
2017
Q2 | $2K | Buy |
|
|||||
|
2017
Q1 | $2K | Buy |
|
|||||
|
2016
Q4 | $1K | Buy |
|