KWM
Kingsview Wealth Management’s Allison Transmission ALSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Buy |
101,460
+4,814
| +5% | +$457K | 0.16% | 116 |
|
|
2025
Q1 | $9.25M | Sell |
96,646
-6,378
| -6% | -$610K | 0.17% | 122 |
|
|
2024
Q4 | $11.1M | Sell |
103,024
-12,985
| -11% | -$1.4M | 0.22% | 91 |
|
|
2024
Q3 | $11.1M | Sell |
116,009
-151
| -0.1% | -$14.5K | 0.23% | 80 |
|
|
2024
Q2 | $8.82M | Buy |
116,160
+805
| +0.7% | +$61.1K | 0.21% | 95 |
|
|
2024
Q1 | $9.36M | Sell |
115,355
-7,630
| -6% | -$619K | 0.23% | 86 |
|
|
2023
Q4 | $7.15M | Buy |
122,985
+40,300
| +49% | +$2.34M | 0.21% | 124 |
|
|
2023
Q3 | $4.88M | Sell |
82,685
-21,356
| -21% | -$1.26M | 0.18% | 129 |
|
|
2023
Q2 | $5.87M | Buy |
104,041
+23,652
| +29% | +$1.34M | 0.23% | 97 |
|
|
2023
Q1 | $3.64M | Sell |
80,389
-5,481
| -6% | -$248K | 0.15% | 149 |
|
|
2022
Q4 | $3.57M | Buy |
85,870
+10,982
| +15% | +$457K | 0.16% | 153 |
|
|
2022
Q3 | $2.53M | Buy |
74,888
+7,821
| +12% | +$264K | 0.12% | 193 |
|
|
2022
Q2 | $2.58M | Buy |
67,067
+5,785
| +9% | +$222K | 0.12% | 184 |
|
|
2022
Q1 | $2.41M | Buy |
61,282
+7,891
| +15% | +$310K | 0.11% | 200 |
|
|
2021
Q4 | $1.94M | Buy |
53,391
+8,048
| +18% | +$293K | 0.08% | 247 |
|
|
2021
Q3 | $1.6M | Buy |
45,343
+8,124
| +22% | +$287K | 0.08% | 270 |
|
|
2021
Q2 | $1.48M | Buy |
+37,219
| New | +$1.48M | 0.07% | 286 |
|