Carson Wealth (CWM LLC)’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $547K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $937K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $153K | Sell |
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|
2024
Q1 | $2.05M | Buy |
|
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $172K | Buy |
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|
2022
Q3 | $148K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $147K | Hold |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $147K | Hold |
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|
2019
Q3 | $147K | Hold |
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|
2019
Q2 | $147K | Hold |
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|
2019
Q1 | $147K | Buy |
|