Carson Wealth (CWM LLC)’s WK Kellogg Co KLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
836
-334
| -29% | -$5.19K | ﹤0.01% | 4160 |
|
|
2025
Q1 | $23K | Sell |
1,170
-841
| -42% | -$16.5K | ﹤0.01% | 3568 |
|
|
2024
Q4 | $36K | Sell |
2,011
-1,463
| -42% | -$26.2K | ﹤0.01% | 3023 |
|
|
2024
Q3 | $59K | Sell |
3,474
-5,325
| -61% | -$90.4K | ﹤0.01% | 2566 |
|
|
2024
Q2 | $145K | Buy |
8,799
+4,852
| +123% | +$80K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $74K | Buy |
3,947
+292
| +8% | +$5.48K | ﹤0.01% | 2054 |
|
|
2023
Q4 | $48K | Buy |
+3,655
| New | +$48K | ﹤0.01% | 2206 |
|