Kanen Wealth Management’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $8.44M | Sell |
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|
2025
Q3 | $1.26M | Hold |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.3M | Hold |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.31M | Hold |
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|
2022
Q2 | $2M | Buy |
|