Carson Wealth (CWM LLC)’s Korn Ferry KFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,480
+1,101
| +80% | +$80.8K | ﹤0.01% | 2254 |
|
|
2025
Q1 | $94K | Sell |
1,379
-342
| -20% | -$23.3K | ﹤0.01% | 2474 |
|
|
2024
Q4 | $116K | Sell |
1,721
-539
| -24% | -$36.3K | ﹤0.01% | 2189 |
|
|
2024
Q3 | $170K | Buy |
2,260
+1,370
| +154% | +$103K | ﹤0.01% | 1842 |
|
|
2024
Q2 | $60K | Buy |
890
+439
| +97% | +$29.6K | ﹤0.01% | 2344 |
|
|
2024
Q1 | $30K | Hold |
451
| – | – | ﹤0.01% | 2638 |
|
|
2023
Q4 | $27K | Sell |
451
-94
| -17% | -$5.63K | ﹤0.01% | 2575 |
|
|
2023
Q3 | $26K | Sell |
545
-101
| -16% | -$4.82K | ﹤0.01% | 2504 |
|
|
2023
Q2 | $32K | Sell |
646
-146
| -18% | -$7.23K | ﹤0.01% | 2312 |
|
|
2023
Q1 | $41K | Buy |
792
+108
| +16% | +$5.59K | ﹤0.01% | 2012 |
|
|
2022
Q4 | $35K | Sell |
684
-125
| -15% | -$6.4K | ﹤0.01% | 1974 |
|
|
2022
Q3 | $38K | Buy |
809
+494
| +157% | +$23.2K | ﹤0.01% | 1799 |
|
|
2022
Q2 | $18K | Buy |
315
+178
| +130% | +$10.2K | ﹤0.01% | 2187 |
|
|
2022
Q1 | $9K | Sell |
137
-85
| -38% | -$5.58K | ﹤0.01% | 2538 |
|
|
2021
Q4 | $17K | Buy |
+222
| New | +$17K | ﹤0.01% | 2075 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q1 | $4K | Sell |
60
-158
| -72% | -$10.5K | ﹤0.01% | 2430 |
|
|
2018
Q4 | $9K | Buy |
+218
| New | +$9K | ﹤0.01% | 1363 |
|
|
2017
Q1 | – | Sell |
-49
| Closed | -$1K | – | 1239 |
|
|
2016
Q4 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1053 |
|