Carson Wealth (CWM LLC)
KAMN

Carson Wealth (CWM LLC)’s Kaman Corp KAMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,677
Closed -$123K – 5071
2024
Q1 		$123K Buy
2,677
+46
+2% +$1.89K ﹤0.01% 1763
2023
Q4 		$63K Sell
2,631
-180
-6% -$3.72K ﹤0.01% 2035
2023
Q3 		$55K Sell
2,811
-391
-12% -$8.71K ﹤0.01% 2006
2023
Q2 		$78K Buy
3,202
+89
+3% +$2.01K ﹤0.01% 1704
2023
Q1 		$71K Buy
3,113
+28
+0.9% +$666 ﹤0.01% 1677
2022
Q4 		$69K Buy
3,085
+561
+22% +$13.6K ﹤0.01% 1563
2022
Q3 		$70K Sell
2,524
-111
-4% -$3.46K ﹤0.01% 1504
2022
Q2 		$82K Buy
2,635
+1,901
+259% +$70.5K ﹤0.01% 1399
2022
Q1 		$32K Buy
734
+275
+60% +$11.6K ﹤0.01% 1817
2021
Q4 		$20K Buy
+459
New +$18.1K ﹤0.01% 2004
2021
Q2 		$1.75M Hold
34,800
– – 0.01% 471
2021
Q1 		$1.75M Hold
34,800
– – 0.01% 471
2020
Q4 		$1.75M Hold
34,800
– – 0.01% 471
2020
Q3 		$1.75M Hold
34,800
– – 0.01% 471
2020
Q2 		$1.75M Hold
34,800
– – 0.01% 471
2020
Q1 		$1.75M Hold
34,800
– – 0.01% 471
2019
Q4 		$1.75M Hold
34,800
– – 0.01% 471
2019
Q3 		$1.75M Hold
34,800
– – 0.01% 471
2019
Q2 		$1.75M Hold
34,800
– – 0.01% 471
2019
Q1 		$1.75M Buy
34,800
+34,787
+267,592% +$2.05M 0.01% 471
2018
Q4 		$1K Hold
13
– – ﹤0.01% 2026
2018
Q3 		$1K Hold
13
– – ﹤0.01% 1781
2018
Q2 		$1K Buy
+13
New +$879 ﹤0.01% 1628

Other funds holding KAMN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KAMN Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Kaman Corp (KAMN) in Q2 2024, closing a stake of 2,677 shares — an estimated $123K sold.

Carson Wealth (CWM LLC) first reported a position in KAMN in Q2 2018 and held it in 23 quarters. The position peaked at $1.75M in Q2 2021. 1 fund tracked by Wall St. Rank holds KAMN as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Kaman Corp position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,677 Kaman Corp shares in Q2 2024, an estimated $123K.
  • Carson Wealth (CWM LLC) first reported a position in Kaman Corp in Q2 2018 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s Kaman Corp position peaked at $1.75M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Kaman Corp as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.