Carson Wealth (CWM LLC)’s Kennametal KMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $816K | Buy |
22,597
+4,562
| +25% | +$166K | ﹤0.01% | 1667 |
|
|
2025
Q4 | $512K | Buy |
18,035
+7,749
| +75% | +$198K | ﹤0.01% | 1902 |
|
|
2025
Q3 | $215K | Buy |
10,286
+869
| +9% | +$19.5K | ﹤0.01% | 2385 |
|
|
2025
Q2 | $216K | Buy |
9,417
+6,449
| +217% | +$134K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $63K | Sell |
2,968
-1,476
| -33% | -$33.5K | ﹤0.01% | 2778 |
|
|
2024
Q4 | $107K | Buy |
4,444
+165
| +4% | +$4.39K | ﹤0.01% | 2242 |
|
|
2024
Q3 | $111K | Buy |
4,279
+1,230
| +40% | +$30.6K | ﹤0.01% | 2140 |
|
|
2024
Q2 | $72K | Buy |
3,049
+970
| +47% | +$23.8K | ﹤0.01% | 2210 |
|
|
2024
Q1 | $52K | Buy |
2,079
+312
| +18% | +$7.68K | ﹤0.01% | 2275 |
|
|
2023
Q4 | $46K | Buy |
1,767
+1,160
| +191% | +$28K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $15K | Sell |
607
-477
| -44% | -$12.9K | ﹤0.01% | 2876 |
|
|
2023
Q2 | $31K | Buy |
1,084
+268
| +33% | +$7.18K | ﹤0.01% | 2344 |
|
|
2023
Q1 | $23K | Buy |
816
+17
| +2% | +$469 | ﹤0.01% | 2404 |
|
|
2022
Q4 | $19K | Sell |
799
-1
| -0.1% | -$25 | ﹤0.01% | 2413 |
|
|
2022
Q3 | $16K | Buy |
800
+486
| +155% | +$11.8K | ﹤0.01% | 2382 |
|
|
2022
Q2 | $7K | Buy |
314
+59
| +23% | +$1.55K | ﹤0.01% | 2808 |
|
|
2022
Q1 | $7K | Buy |
255
+34
| +15% | +$1.12K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $8K | Buy |
+221
| New | +$8.22K | ﹤0.01% | 2480 |
|
|
2021
Q2 | $8K | Hold |
221
| – | – | ﹤0.01% | 2192 |
|
|
2021
Q1 | $8K | Hold |
221
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q4 | $8K | Hold |
221
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q3 | $8K | Hold |
221
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q2 | $8K | Hold |
221
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q1 | $8K | Hold |
221
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q4 | $8K | Hold |
221
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q3 | $8K | Hold |
221
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q2 | $8K | Hold |
221
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q1 | $8K | Buy |
221
+35
| +19% | +$1.28K | ﹤0.01% | 2191 |
|
|
2018
Q4 | $6K | Buy |
+186
| New | +$7.06K | ﹤0.01% | 1483 |
|
Other funds holding KMT
VPM
BIP
VCM
