Carson Wealth (CWM LLC)’s KB Home KBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Sell |
4,241
-671
| -14% | -$39.5K | ﹤0.01% | 2665 |
|
|
2025
Q4 | $277K | Buy |
4,912
+851
| +21% | +$52.3K | ﹤0.01% | 2311 |
|
|
2025
Q3 | $258K | Buy |
4,061
+63
| +2% | +$3.81K | ﹤0.01% | 2249 |
|
|
2025
Q2 | $212K | Buy |
3,998
+1,991
| +99% | +$106K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $117K | Buy |
2,007
+212
| +12% | +$13.5K | ﹤0.01% | 2287 |
|
|
2024
Q4 | $118K | Sell |
1,795
-180
| -9% | -$14K | ﹤0.01% | 2178 |
|
|
2024
Q3 | $169K | Buy |
1,975
+183
| +10% | +$14.7K | ﹤0.01% | 1850 |
|
|
2024
Q2 | $126K | Buy |
1,792
+377
| +27% | +$25.7K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $100K | Buy |
1,415
+3
| +0.2% | +$191 | ﹤0.01% | 1886 |
|
|
2023
Q4 | $88K | Sell |
1,412
-281
| -17% | -$14.4K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $78K | Buy |
1,693
+109
| +7% | +$5.54K | ﹤0.01% | 1784 |
|
|
2023
Q2 | $82K | Sell |
1,584
-868
| -35% | -$39.2K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $99K | Buy |
2,452
+1,299
| +113% | +$47.4K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $37K | Buy |
1,153
+609
| +112% | +$18.1K | ﹤0.01% | 1937 |
|
|
2022
Q3 | $14K | Buy |
544
+122
| +29% | +$3.67K | ﹤0.01% | 2472 |
|
|
2022
Q2 | $12K | Buy |
422
+283
| +204% | +$9.04K | ﹤0.01% | 2467 |
|
|
2022
Q1 | $5K | Buy |
139
+93
| +202% | +$3.66K | ﹤0.01% | 2841 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$1.93K | ﹤0.01% | 3136 |
|
|
2021
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2813 |
|
|
2021
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 2812 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2812 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 2811 |
|
|
2019
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 2811 |
|
|
2019
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 2811 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2811 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 2810 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1921 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q1 | $1K | Sell |
36
-70
| -66% | -$2.18K | ﹤0.01% | 1287 |
|
|
2017
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q3 | $3K | Hold |
106
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q2 | $3K | Hold |
106
| – | – | ﹤0.01% | 962 |
|
|
2017
Q1 | $2K | Buy |
106
+36
| +51% | +$630 | ﹤0.01% | 992 |
|
|
2016
Q4 | $1K | Sell |
70
-360
| -84% | -$5.63K | ﹤0.01% | 1053 |
|
|
2016
Q3 | $7K | Buy |
+430
| New | +$6.77K | ﹤0.01% | 775 |
|
Other funds holding KBH
VPM
VCM
NAMI