Carson Wealth (CWM LLC)’s Under Armour Class C UA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
27,989
+15,652
| +127% | +$102K | ﹤0.01% | 2256 |
|
|
2025
Q1 | $73K | Buy |
12,337
+464
| +4% | +$2.75K | ﹤0.01% | 2675 |
|
|
2024
Q4 | $89K | Sell |
11,873
-1,214
| -9% | -$9.1K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $109K | Buy |
13,087
+459
| +4% | +$3.82K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $82K | Buy |
12,628
+2,995
| +31% | +$19.4K | ﹤0.01% | 2111 |
|
|
2024
Q1 | $69K | Buy |
9,633
+4,385
| +84% | +$31.4K | ﹤0.01% | 2099 |
|
|
2023
Q4 | $44K | Sell |
5,248
-498
| -9% | -$4.18K | ﹤0.01% | 2255 |
|
|
2023
Q3 | $37K | Sell |
5,746
-207
| -3% | -$1.33K | ﹤0.01% | 2273 |
|
|
2023
Q2 | $40K | Buy |
5,953
+1,221
| +26% | +$8.2K | ﹤0.01% | 2145 |
|
|
2023
Q1 | $40K | Buy |
4,732
+595
| +14% | +$5.03K | ﹤0.01% | 2034 |
|
|
2022
Q4 | $37K | Sell |
4,137
-1,160
| -22% | -$10.4K | ﹤0.01% | 1943 |
|
|
2022
Q3 | $32K | Sell |
5,297
-2,893
| -35% | -$17.5K | ﹤0.01% | 1919 |
|
|
2022
Q2 | $62K | Buy |
8,190
+3,590
| +78% | +$27.2K | ﹤0.01% | 1526 |
|
|
2022
Q1 | $72K | Buy |
4,600
+1,528
| +50% | +$23.9K | ﹤0.01% | 1454 |
|
|
2021
Q4 | $55K | Buy |
+3,072
| New | +$55K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q1 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q4 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q3 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q2 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q1 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q4 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q3 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q2 | $51K | Hold |
2,741
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q1 | $51K | Sell |
2,741
-447,075
| -99% | -$8.32M | ﹤0.01% | 1390 |
|
|
2018
Q4 | $7.27M | Sell |
449,816
-5,773
| -1% | -$93.4K | 0.18% | 113 |
|
|
2018
Q3 | $8.87M | Buy |
455,589
+126,401
| +38% | +$2.46M | 0.23% | 111 |
|
|
2018
Q2 | $6.94M | Buy |
329,188
+205,601
| +166% | +$4.33M | 0.23% | 104 |
|
|
2018
Q1 | $1.77M | Buy |
123,587
+122,480
| +11,064% | +$1.76M | 0.07% | 182 |
|
|
2017
Q4 | $15K | Sell |
1,107
-28,000
| -96% | -$379K | ﹤0.01% | 779 |
|
|
2017
Q3 | $437K | Hold |
29,107
| – | – | 0.02% | 261 |
|
|
2017
Q2 | $587K | Buy |
29,107
+699
| +2% | +$14.1K | 0.03% | 230 |
|
|
2017
Q1 | $520K | Buy |
28,408
+28,077
| +8,482% | +$514K | 0.03% | 230 |
|
|
2016
Q4 | $8K | Sell |
331
-125
| -27% | -$3.02K | ﹤0.01% | 773 |
|
|
2016
Q3 | $15K | Sell |
456
-89
| -16% | -$2.93K | ﹤0.01% | 608 |
|
|
2016
Q2 | $20K | Buy |
+545
| New | +$20K | ﹤0.01% | 471 |
|