Carson Wealth (CWM LLC)’s Knowles KN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
10,265
+7,586
| +283% | +$134K | ﹤0.01% | 2260 |
|
|
2025
Q1 | $41K | Sell |
2,679
-1,033
| -28% | -$15.8K | ﹤0.01% | 3138 |
|
|
2024
Q4 | $74K | Buy |
3,712
+69
| +2% | +$1.38K | ﹤0.01% | 2487 |
|
|
2024
Q3 | $66K | Buy |
3,643
+607
| +20% | +$11K | ﹤0.01% | 2474 |
|
|
2024
Q2 | $52K | Buy |
3,036
+836
| +38% | +$14.3K | ﹤0.01% | 2454 |
|
|
2024
Q1 | $35K | Buy |
2,200
+24
| +1% | +$382 | ﹤0.01% | 2541 |
|
|
2023
Q4 | $39K | Sell |
2,176
-51
| -2% | -$914 | ﹤0.01% | 2326 |
|
|
2023
Q3 | $33K | Buy |
2,227
+140
| +7% | +$2.08K | ﹤0.01% | 2342 |
|
|
2023
Q2 | $38K | Sell |
2,087
-2
| -0.1% | -$36 | ﹤0.01% | 2182 |
|
|
2023
Q1 | $36K | Buy |
2,089
+54
| +3% | +$931 | ﹤0.01% | 2092 |
|
|
2022
Q4 | $33K | Sell |
2,035
-414
| -17% | -$6.71K | ﹤0.01% | 2019 |
|
|
2022
Q3 | $30K | Buy |
2,449
+1,636
| +201% | +$20K | ﹤0.01% | 1958 |
|
|
2022
Q2 | $14K | Buy |
813
+500
| +160% | +$8.61K | ﹤0.01% | 2367 |
|
|
2022
Q1 | $7K | Buy |
313
+34
| +12% | +$760 | ﹤0.01% | 2684 |
|
|
2021
Q4 | $7K | Buy |
+279
| New | +$7K | ﹤0.01% | 2548 |
|
|
2021
Q2 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2021
Q1 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q4 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q3 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q2 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q1 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q4 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q3 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q2 | $6K | Hold |
302
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q1 | $6K | Sell |
302
-543,173
| -100% | -$10.8M | ﹤0.01% | 2292 |
|
|
2018
Q4 | $7.23M | Sell |
543,475
-87,841
| -14% | -$1.17M | 0.18% | 115 |
|
|
2018
Q3 | $10.5M | Buy |
631,316
+167,205
| +36% | +$2.78M | 0.27% | 102 |
|
|
2018
Q2 | $7.1M | Buy |
464,111
+70,102
| +18% | +$1.07M | 0.23% | 102 |
|
|
2018
Q1 | $4.96M | Buy |
394,009
+30,006
| +8% | +$378K | 0.2% | 98 |
|
|
2017
Q4 | $5.34M | Buy |
364,003
+64,623
| +22% | +$947K | 0.24% | 82 |
|
|
2017
Q3 | $4.57M | Buy |
299,380
+38,112
| +15% | +$582K | 0.22% | 86 |
|
|
2017
Q2 | $4.42M | Sell |
261,268
-12,274
| -4% | -$208K | 0.23% | 91 |
|
|
2017
Q1 | $5.18M | Sell |
273,542
-252,238
| -48% | -$4.78M | 0.29% | 79 |
|
|
2016
Q4 | $8.79M | Sell |
525,780
-59,648
| -10% | -$997K | 0.54% | 50 |
|
|
2016
Q3 | $8.23M | Sell |
585,428
-20,239
| -3% | -$284K | 0.57% | 54 |
|
|
2016
Q2 | $8.29M | Buy |
605,667
+37,895
| +7% | +$518K | 0.6% | 57 |
|
|
2016
Q1 | $7.48M | Buy |
567,772
+19,322
| +4% | +$255K | 0.66% | 62 |
|
|
2015
Q4 | $7.31M | Buy |
548,450
+70,945
| +15% | +$946K | 0.71% | 53 |
|
|
2015
Q3 | $8.8M | Buy |
477,505
+68,717
| +17% | +$1.27M | 0.89% | 42 |
|
|
2015
Q2 | $7.4M | Buy |
408,788
+65,138
| +19% | +$1.18M | 0.71% | 55 |
|
|
2015
Q1 | $6.62M | Buy |
343,650
+39,036
| +13% | +$752K | 0.67% | 53 |
|
|
2014
Q4 | $7.17M | Buy |
304,614
+230,554
| +311% | +$5.43M | 0.87% | 35 |
|
|
2014
Q3 | $1.96M | Buy |
74,060
+7,451
| +11% | +$197K | 0.29% | 100 |
|
|
2014
Q2 | $2.05M | Buy |
66,609
+59,919
| +896% | +$1.84M | 0.37% | 84 |
|
|
2014
Q1 | $211K | Buy |
+6,690
| New | +$211K | 0.03% | 134 |
|