Carson Wealth (CWM LLC)’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
12,485
-35,329
| -74% | -$855K | ﹤0.01% | 1863 |
|
|
2025
Q1 | $937K | Buy |
47,814
+36,409
| +319% | +$713K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $256K | Buy |
11,405
+162
| +1% | +$3.64K | ﹤0.01% | 1682 |
|
|
2024
Q3 | $254K | Buy |
11,243
+1,845
| +20% | +$41.7K | ﹤0.01% | 1633 |
|
|
2024
Q2 | $153K | Sell |
9,398
-67,487
| -88% | -$1.1M | ﹤0.01% | 1726 |
|
|
2024
Q1 | $2.05M | Buy |
76,885
+6,600
| +9% | +$176K | 0.01% | 610 |
|
|
2023
Q4 | $2.87M | Sell |
70,285
-2,260
| -3% | -$92.4K | 0.02% | 510 |
|
|
2023
Q3 | $2.28M | Buy |
72,545
+66,314
| +1,064% | +$2.08M | 0.01% | 514 |
|
|
2023
Q2 | $271K | Sell |
6,231
-90
| -1% | -$3.91K | ﹤0.01% | 1148 |
|
|
2023
Q1 | $205K | Buy |
6,321
+317
| +5% | +$10.3K | ﹤0.01% | 1189 |
|
|
2022
Q4 | $172K | Buy |
6,004
+1,348
| +29% | +$38.6K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $148K | Buy |
4,656
+1,351
| +41% | +$42.9K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $122K | Buy |
3,305
+986
| +43% | +$36.4K | ﹤0.01% | 1234 |
|
|
2022
Q1 | $230K | Buy |
2,319
+962
| +71% | +$95.4K | ﹤0.01% | 986 |
|
|
2021
Q4 | $194K | Buy |
+1,357
| New | +$194K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2021
Q1 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2020
Q4 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2020
Q3 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2020
Q2 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2020
Q1 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2019
Q4 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2019
Q3 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2019
Q2 | $147K | Hold |
1,335
| – | – | ﹤0.01% | 999 |
|
|
2019
Q1 | $147K | Buy |
+1,335
| New | +$147K | ﹤0.01% | 999 |
|