Carson Wealth (CWM LLC)’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261K | Buy |
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|
2025
Q2 | $181K | Buy |
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|
2025
Q1 | $41K | Sell |
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|
2024
Q4 | $74K | Buy |
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|
2024
Q3 | $66K | Buy |
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|
2024
Q2 | $52K | Buy |
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|
2024
Q1 | $35K | Buy |
|
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|
2023
Q4 | $39K | Sell |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $38K | Sell |
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|
2023
Q1 | $36K | Buy |
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|
2022
Q4 | $33K | Sell |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $7.23M | Sell |
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|
2018
Q3 | $10.5M | Buy |
|
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|
2018
Q2 | $7.1M | Buy |
|
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|
2018
Q1 | $4.96M | Buy |
|
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|
2017
Q4 | $5.34M | Buy |
|
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|
2017
Q3 | $4.57M | Buy |
|
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|
2017
Q2 | $4.42M | Sell |
|
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|
2017
Q1 | $5.18M | Sell |
|
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|
2016
Q4 | $8.79M | Sell |
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|
2016
Q3 | $8.22M | Sell |
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|
2016
Q2 | $8.29M | Buy |
|
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|
2016
Q1 | $7.48M | Buy |
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|
2015
Q4 | $7.31M | Buy |
|
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|
2015
Q3 | $8.8M | Buy |
|
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|
2015
Q2 | $7.4M | Buy |
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|
2015
Q1 | $6.62M | Buy |
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|
2014
Q4 | $7.17M | Buy |
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|
2014
Q3 | $1.96M | Buy |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $211K | Buy |
|