Carson Wealth (CWM LLC)’s Openlane KAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
4,756
+558
+13% +$13.6K ﹤0.01% 2586
2025
Q1
$81K Buy
4,198
+1,077
+35% +$20.8K ﹤0.01% 2592
2024
Q4
$62K Buy
3,121
+1,365
+78% +$27.1K ﹤0.01% 2630
2024
Q3
$30K Buy
1,756
+1,383
+371% +$23.6K ﹤0.01% 3092
2024
Q2
$6K Buy
373
+339
+997% +$5.45K ﹤0.01% 3783
2024
Q1
$1K Buy
34
+13
+62% +$382 ﹤0.01% 4152
2023
Q4
$0 Sell
21
-195
-90% ﹤0.01% 4324
2023
Q3
$3K Hold
216
﹤0.01% 3674
2023
Q2
$3K Buy
216
+53
+33% +$736 ﹤0.01% 3646
2023
Q1
$2K Sell
163
-155
-49% -$1.9K ﹤0.01% 3658
2022
Q4
$4K Buy
318
+156
+96% +$1.96K ﹤0.01% 3298
2022
Q3
$2K Sell
162
-467
-74% -$5.77K ﹤0.01% 3474
2022
Q2
$9K Buy
629
+400
+175% +$5.72K ﹤0.01% 2639
2022
Q1
$4K Buy
229
+67
+41% +$1.17K ﹤0.01% 2927
2021
Q4
$3K Buy
+162
New +$3K ﹤0.01% 2980
2021
Q2
$8K Hold
454
﹤0.01% 2184
2021
Q1
$8K Hold
454
﹤0.01% 2184
2020
Q4
$8K Hold
454
﹤0.01% 2184
2020
Q3
$8K Hold
454
﹤0.01% 2184
2020
Q2
$8K Hold
454
﹤0.01% 2184
2020
Q1
$8K Hold
454
﹤0.01% 2184
2019
Q4
$8K Hold
454
﹤0.01% 2184
2019
Q3
$8K Hold
454
﹤0.01% 2184
2019
Q2
$8K Sell
454
-745
-62% -$13.1K ﹤0.01% 2184
2019
Q1
$8K Buy
1,199
+1,151
+2,398% +$7.68K ﹤0.01% 2184
2018
Q4
$1K Sell
48
-60
-56% -$1.25K ﹤0.01% 1914
2018
Q3
$2K Buy
108
+26
+32% +$481 ﹤0.01% 1529
2018
Q2
$2K Hold
82
﹤0.01% 1385
2018
Q1
$2K Buy
+82
New +$2K ﹤0.01% 1183
2017
Q4
Sell
-460
Closed -$8K 1515
2017
Q3
$8K Buy
+460
New +$8K ﹤0.01% 943