Carson Wealth (CWM LLC)’s Kodiak Gas Services KGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $507K | Buy |
14,804
+608
| +4% | +$20.8K | ﹤0.01% | 1585 |
|
2025
Q1 | $530K | Buy |
14,196
+260
| +2% | +$9.71K | ﹤0.01% | 1418 |
|
2024
Q4 | $569K | Buy |
13,936
+12,903
| +1,249% | +$527K | ﹤0.01% | 1330 |
|
2024
Q3 | $30K | Buy |
1,033
+157
| +18% | +$4.56K | ﹤0.01% | 3093 |
|
2024
Q2 | $24K | Buy |
876
+82
| +10% | +$2.25K | ﹤0.01% | 2993 |
|
2024
Q1 | $22K | Sell |
794
-2
| -0.3% | -$55 | ﹤0.01% | 2826 |
|
2023
Q4 | $16K | Buy |
+796
| New | +$16K | ﹤0.01% | 2908 |
|