Carson Wealth (CWM LLC)’s Kemper KMPR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.95M Sell
30,243
-158
-0.5% -$10.2K 0.01% 965
2025
Q1
$2.03M Buy
30,401
+11,780
+63% +$787K 0.01% 827
2024
Q4
$1.24M Buy
18,621
+8,222
+79% +$546K 0.01% 968
2024
Q3
$637K Buy
10,399
+6,876
+195% +$421K ﹤0.01% 1221
2024
Q2
$209K Buy
3,523
+3,040
+629% +$180K ﹤0.01% 1565
2024
Q1
$30K Buy
483
+348
+258% +$21.6K ﹤0.01% 2639
2023
Q4
$7K Sell
135
-35
-21% -$1.82K ﹤0.01% 3348
2023
Q3
$7K Buy
170
+10
+6% +$412 ﹤0.01% 3302
2023
Q2
$8K Buy
160
+20
+14% +$1K ﹤0.01% 3207
2023
Q1
$8K Buy
140
+3
+2% +$171 ﹤0.01% 3080
2022
Q4
$7K Buy
137
+36
+36% +$1.84K ﹤0.01% 3006
2022
Q3
$4K Sell
101
-42
-29% -$1.66K ﹤0.01% 3179
2022
Q2
$7K Buy
143
+4
+3% +$196 ﹤0.01% 2803
2022
Q1
$8K Buy
139
+53
+62% +$3.05K ﹤0.01% 2615
2021
Q4
$5K Buy
+86
New +$5K ﹤0.01% 2725
2021
Q2
$6K Hold
85
﹤0.01% 2291
2021
Q1
$6K Hold
85
﹤0.01% 2291
2020
Q4
$6K Hold
85
﹤0.01% 2291
2020
Q3
$6K Hold
85
﹤0.01% 2291
2020
Q2
$6K Hold
85
﹤0.01% 2291
2020
Q1
$6K Hold
85
﹤0.01% 2291
2019
Q4
$6K Hold
85
﹤0.01% 2291
2019
Q3
$6K Hold
85
﹤0.01% 2291
2019
Q2
$6K Hold
85
﹤0.01% 2291
2019
Q1
$6K Buy
+85
New +$6K ﹤0.01% 2291