Carson Wealth (CWM LLC)’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Buy |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $149K | Buy |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Sell |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $16K | Sell |
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|
2016
Q3 | $17K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
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