Carson Wealth (CWM LLC)’s Kalaris Therapeutics, Inc. Common Stock KLRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5246 |
|
|
2024
Q4 | – | Sell |
-44
| Closed | -$1K | – | 5228 |
|
|
2024
Q3 | $1K | Sell |
44
-55
| -56% | -$1.25K | ﹤0.01% | 4762 |
|
|
2024
Q2 | $2K | Buy |
99
+31
| +46% | +$626 | ﹤0.01% | 4279 |
|
|
2024
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 4248 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$2K | – | 4570 |
|
|
2023
Q3 | $2K | Buy |
39
+2
| +5% | +$103 | ﹤0.01% | 3879 |
|
|
2023
Q2 | $3K | Buy |
37
+2
| +6% | +$162 | ﹤0.01% | 3719 |
|
|
2023
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 3582 |
|
|
2022
Q4 | $4K | Sell |
35
-1
| -3% | -$114 | ﹤0.01% | 3346 |
|
|
2022
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 3013 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 3256 |
|
|
2022
Q1 | $6K | Sell |
36
-5
| -12% | -$833 | ﹤0.01% | 2782 |
|
|
2021
Q4 | $12K | Buy |
+41
| New | +$12K | ﹤0.01% | 2267 |
|
|
2021
Q2 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2021
Q1 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2020
Q4 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2020
Q3 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2020
Q2 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2020
Q1 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2019
Q4 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2019
Q3 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2019
Q2 | $2.22M | Hold |
4,890
| – | – | 0.02% | 398 |
|
|
2019
Q1 | $2.22M | Buy |
+4,890
| New | +$2.22M | 0.02% | 398 |
|