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