Carson Wealth (CWM LLC)’s World Kinect Corp WKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
10,135
+8,647
| +581% | +$245K | ﹤0.01% | 1896 |
|
|
2025
Q1 | $42K | Buy |
1,488
+282
| +23% | +$7.96K | ﹤0.01% | 3129 |
|
|
2024
Q4 | $33K | Sell |
1,206
-319
| -21% | -$8.73K | ﹤0.01% | 3111 |
|
|
2024
Q3 | $47K | Buy |
1,525
+641
| +73% | +$19.8K | ﹤0.01% | 2743 |
|
|
2024
Q2 | $23K | Buy |
884
+302
| +52% | +$7.86K | ﹤0.01% | 3035 |
|
|
2024
Q1 | $15K | Buy |
582
+7
| +1% | +$180 | ﹤0.01% | 3111 |
|
|
2023
Q4 | $13K | Sell |
575
-135
| -19% | -$3.05K | ﹤0.01% | 3053 |
|
|
2023
Q3 | $16K | Sell |
710
-77
| -10% | -$1.74K | ﹤0.01% | 2853 |
|
|
2023
Q2 | $16K | Sell |
787
-70
| -8% | -$1.42K | ﹤0.01% | 2794 |
|
|
2023
Q1 | $22K | Buy |
857
+102
| +14% | +$2.62K | ﹤0.01% | 2448 |
|
|
2022
Q4 | $21K | Sell |
755
-2
| -0.3% | -$56 | ﹤0.01% | 2344 |
|
|
2022
Q3 | $18K | Sell |
757
-163
| -18% | -$3.88K | ﹤0.01% | 2307 |
|
|
2022
Q2 | $19K | Buy |
920
+554
| +151% | +$11.4K | ﹤0.01% | 2163 |
|
|
2022
Q1 | $10K | Buy |
366
+75
| +26% | +$2.05K | ﹤0.01% | 2499 |
|
|
2021
Q4 | $8K | Buy |
+291
| New | +$8K | ﹤0.01% | 2497 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2021
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2020
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2020
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2019
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2019
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2833 |
|
|
2019
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 2833 |
|
|
2016
Q4 | – | Sell |
-260
| Closed | -$12K | – | 1195 |
|
|
2016
Q3 | $12K | Buy |
+260
| New | +$12K | ﹤0.01% | 664 |
|