Carson Wealth (CWM LLC)’s Compañía de Cervecerías Unidas CCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 4851 |
|
|
2024
Q3 | – | Sell |
-51
| Closed | -$1K | – | 4855 |
|
|
2024
Q2 | $1K | Sell |
51
-1,120
| -96% | -$22K | ﹤0.01% | 4329 |
|
|
2024
Q1 | $14K | Sell |
1,171
-671
| -36% | -$8.02K | ﹤0.01% | 3124 |
|
|
2023
Q4 | $23K | Buy |
1,842
+252
| +16% | +$3.15K | ﹤0.01% | 2675 |
|
|
2023
Q3 | $20K | Sell |
1,590
-238
| -13% | -$2.99K | ﹤0.01% | 2675 |
|
|
2023
Q2 | $30K | Buy |
1,828
+93
| +5% | +$1.53K | ﹤0.01% | 2363 |
|
|
2023
Q1 | $27K | Buy |
1,735
+196
| +13% | +$3.05K | ﹤0.01% | 2280 |
|
|
2022
Q4 | $20K | Sell |
1,539
-182
| -11% | -$2.37K | ﹤0.01% | 2353 |
|
|
2022
Q3 | $19K | Buy |
1,721
+132
| +8% | +$1.46K | ﹤0.01% | 2241 |
|
|
2022
Q2 | $20K | Buy |
1,589
+1,230
| +343% | +$15.5K | ﹤0.01% | 2100 |
|
|
2022
Q1 | $5K | Buy |
+359
| New | +$5K | ﹤0.01% | 2805 |
|