Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s WK Kellogg Co KLG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLG Stock Details KLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13K	Sell	836 -334
2025 Q1	$23K	Sell	1,170 -841
2024 Q4	$36K	Sell	2,011 -1,463
2024 Q3	$59K	Sell	3,474 -5,325
2024 Q2	$145K	Buy	8,799 +4,852
2024 Q1	$74K	Buy	3,947 +292
2023 Q4	$48K	Buy	+3,655