Carson Wealth (CWM LLC)’s Kellanova K Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
14,288
+511
| +4% | +$40.6K | ﹤0.01% | 1182 |
|
|
2025
Q1 | $1.14M | Buy |
13,777
+386
| +3% | +$31.8K | ﹤0.01% | 1061 |
|
|
2024
Q4 | $1.08M | Buy |
13,391
+965
| +8% | +$78.1K | ﹤0.01% | 1036 |
|
|
2024
Q3 | $1M | Buy |
12,426
+2,140
| +21% | +$173K | ﹤0.01% | 1029 |
|
|
2024
Q2 | $593K | Buy |
10,286
+2,010
| +24% | +$116K | ﹤0.01% | 1122 |
|
|
2024
Q1 | $474K | Sell |
8,276
-191
| -2% | -$10.9K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $473K | Buy |
8,467
+2,318
| +38% | +$129K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $344K | Sell |
6,149
-100
| -2% | -$5.59K | ﹤0.01% | 1106 |
|
|
2023
Q2 | $396K | Buy |
6,249
+728
| +13% | +$46.1K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $347K | Sell |
5,521
-721
| -12% | -$45.3K | ﹤0.01% | 1010 |
|
|
2022
Q4 | $418K | Buy |
6,242
+1,061
| +20% | +$71.1K | ﹤0.01% | 866 |
|
|
2022
Q3 | $339K | Sell |
5,181
-671
| -11% | -$43.9K | ﹤0.01% | 864 |
|
|
2022
Q2 | $392K | Buy |
5,852
+1,987
| +51% | +$133K | ﹤0.01% | 805 |
|
|
2022
Q1 | $234K | Buy |
3,865
+492
| +15% | +$29.8K | ﹤0.01% | 974 |
|
|
2021
Q4 | $204K | Buy |
+3,373
| New | +$204K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2020
Q4 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2020
Q3 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2020
Q1 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2019
Q4 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2019
Q3 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2019
Q2 | $266K | Hold |
4,395
| – | – | ﹤0.01% | 811 |
|
|
2019
Q1 | $266K | Sell |
4,395
-435,538
| -99% | -$26.4M | ﹤0.01% | 811 |
|
|
2018
Q4 | $23.6M | Buy |
439,933
+113,531
| +35% | +$6.08M | 0.59% | 37 |
|
|
2018
Q3 | $21.5M | Sell |
326,402
-9,865
| -3% | -$649K | 0.55% | 48 |
|
|
2018
Q2 | $22.1M | Sell |
336,267
-20,932
| -6% | -$1.37M | 0.73% | 38 |
|
|
2018
Q1 | $21.8M | Buy |
357,199
+354,803
| +14,808% | +$21.7M | 0.87% | 34 |
|
|
2017
Q4 | $153K | Hold |
2,396
| – | – | 0.01% | 374 |
|
|
2017
Q3 | $140K | Sell |
2,396
-99
| -4% | -$5.79K | 0.01% | 368 |
|
|
2017
Q2 | $163K | Buy |
2,495
+124
| +5% | +$8.1K | 0.01% | 326 |
|
|
2017
Q1 | $162K | Hold |
2,371
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $164K | Buy |
2,371
+72
| +3% | +$4.98K | 0.01% | 285 |
|
|
2016
Q3 | $167K | Sell |
2,299
-107
| -4% | -$7.77K | 0.01% | 279 |
|
|
2016
Q2 | $184K | Sell |
2,406
-106
| -4% | -$8.11K | 0.01% | 248 |
|
|
2016
Q1 | $181K | Sell |
2,512
-213
| -8% | -$15.3K | 0.02% | 236 |
|
|
2015
Q4 | $185K | Hold |
2,725
| – | – | 0.02% | 230 |
|
|
2015
Q3 | $170K | Buy |
+2,725
| New | +$170K | 0.02% | 218 |
|
|
2014
Q1 | – | Sell |
-3,233
| Closed | -$185K | – | 297 |
|
|
2013
Q4 | $185K | Hold |
3,233
| – | – | 0.03% | 159 |
|
|
2013
Q3 | $178K | Buy |
+3,233
| New | +$178K | 0.05% | 137 |
|