Sheets Smith Wealth Management’s Carpenter Technology CRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Sell
2025
Q2
$1.23M Hold
2025
Q1
$805K Hold
2024
Q4
$754K Sell
2024
Q3
$722K Sell
2024
Q2
$562K Buy