Carson Wealth (CWM LLC)’s MillerKnoll MLKN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
5,072
+3,937
| +347% | +$76.8K | ﹤0.01% | 2732 |
|
|
2025
Q1 | $22K | Sell |
1,135
-106
| -9% | -$2.06K | ﹤0.01% | 3605 |
|
|
2024
Q4 | $28K | Buy |
1,241
+137
| +12% | +$3.09K | ﹤0.01% | 3224 |
|
|
2024
Q3 | $27K | Buy |
1,104
+29
| +3% | +$709 | ﹤0.01% | 3176 |
|
|
2024
Q2 | $28K | Buy |
1,075
+221
| +26% | +$5.76K | ﹤0.01% | 2891 |
|
|
2024
Q1 | $21K | Buy |
854
+8
| +0.9% | +$197 | ﹤0.01% | 2877 |
|
|
2023
Q4 | $23K | Sell |
846
-40
| -5% | -$1.09K | ﹤0.01% | 2690 |
|
|
2023
Q3 | $22K | Buy |
886
+249
| +39% | +$6.18K | ﹤0.01% | 2628 |
|
|
2023
Q2 | $9K | Sell |
637
-650
| -51% | -$9.18K | ﹤0.01% | 3137 |
|
|
2023
Q1 | $26K | Buy |
1,287
+106
| +9% | +$2.14K | ﹤0.01% | 2321 |
|
|
2022
Q4 | $25K | Buy |
1,181
+152
| +15% | +$3.22K | ﹤0.01% | 2206 |
|
|
2022
Q3 | $16K | Buy |
1,029
+873
| +560% | +$13.6K | ﹤0.01% | 2382 |
|
|
2022
Q2 | $4K | Sell |
156
-19
| -11% | -$487 | ﹤0.01% | 3096 |
|
|
2022
Q1 | $6K | Buy |
175
+106
| +154% | +$3.63K | ﹤0.01% | 2756 |
|
|
2021
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 2986 |
|
|
2021
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q1 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q4 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q3 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q1 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q4 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q3 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q2 | $30K | Hold |
633
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q1 | $30K | Buy |
+633
| New | +$30K | ﹤0.01% | 1616 |
|
|
2014
Q1 | – | Sell |
-185
| Closed | -$5K | – | 330 |
|
|
2013
Q4 | $5K | Buy |
185
+50
| +37% | +$1.35K | ﹤0.01% | 475 |
|
|
2013
Q3 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 401 |
|