Carson Wealth (CWM LLC)’s Kelly Services Class A KELYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
62,103
+11,366
| +22% | +$133K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $668K | Buy |
50,737
+6,082
| +14% | +$80.1K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $622K | Sell |
44,655
-542
| -1% | -$7.55K | ﹤0.01% | 1294 |
|
|
2024
Q3 | $968K | Sell |
45,197
-1,343
| -3% | -$28.8K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $996K | Sell |
46,540
-5,127
| -10% | -$110K | ﹤0.01% | 886 |
|
|
2024
Q1 | $1.29M | Sell |
51,667
-6,128
| -11% | -$153K | 0.01% | 752 |
|
|
2023
Q4 | $1.25M | Sell |
57,795
-5,268
| -8% | -$114K | 0.01% | 716 |
|
|
2023
Q3 | $1.15M | Sell |
63,063
-4,673
| -7% | -$85K | 0.01% | 687 |
|
|
2023
Q2 | $1.19M | Sell |
67,736
-4,531
| -6% | -$79.8K | 0.01% | 643 |
|
|
2023
Q1 | $1.2M | Buy |
72,267
+2,033
| +3% | +$33.7K | 0.01% | 605 |
|
|
2022
Q4 | $1.19M | Buy |
70,234
+5,231
| +8% | +$88.4K | 0.01% | 562 |
|
|
2022
Q3 | $883K | Sell |
65,003
-1,819
| -3% | -$24.7K | 0.01% | 585 |
|
|
2022
Q2 | $1.33M | Sell |
66,822
-3,538
| -5% | -$70.2K | 0.01% | 495 |
|
|
2022
Q1 | $1.53M | Sell |
70,360
-10,615
| -13% | -$230K | 0.01% | 457 |
|
|
2021
Q4 | $1.36M | Buy |
+80,975
| New | +$1.36M | 0.01% | 519 |
|
|
2021
Q2 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2021
Q1 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2020
Q4 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2020
Q3 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2020
Q2 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2020
Q1 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2019
Q4 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2019
Q3 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2019
Q2 | $2.04M | Hold |
85,039
| – | – | 0.02% | 420 |
|
|
2019
Q1 | $2.04M | Buy |
+85,039
| New | +$2.04M | 0.02% | 420 |
|