Carson Wealth (CWM LLC)’s Krispy Kreme DNUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
4,844
+3,853
| +389% | +$11.1K | ﹤0.01% | 4105 |
|
|
2025
Q1 | $5K | Buy |
991
+489
| +97% | +$2.47K | ﹤0.01% | 4430 |
|
|
2024
Q4 | $5K | Sell |
502
-38
| -7% | -$378 | ﹤0.01% | 4185 |
|
|
2024
Q3 | $6K | Sell |
540
-5
| -0.9% | -$56 | ﹤0.01% | 3994 |
|
|
2024
Q2 | $6K | Buy |
545
+39
| +8% | +$429 | ﹤0.01% | 3758 |
|
|
2024
Q1 | $8K | Hold |
506
| – | – | ﹤0.01% | 3444 |
|
|
2023
Q4 | $8K | Hold |
506
| – | – | ﹤0.01% | 3274 |
|
|
2023
Q3 | $6K | Hold |
506
| – | – | ﹤0.01% | 3354 |
|
|
2023
Q2 | $7K | Hold |
506
| – | – | ﹤0.01% | 3264 |
|
|
2023
Q1 | $8K | Sell |
506
-34
| -6% | -$538 | ﹤0.01% | 3066 |
|
|
2022
Q4 | $6K | Buy |
+540
| New | +$6K | ﹤0.01% | 3062 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$1K | – | 3944 |
|
|
2022
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 3513 |
|