Carson Wealth (CWM LLC)’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
6,566
-306
| -4% | -$10.3K | ﹤0.01% | 2083 |
|
|
2025
Q1 | $210K | Sell |
6,872
-434
| -6% | -$13.3K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $222K | Sell |
7,306
-41
| -0.6% | -$1.25K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $227K | Sell |
7,347
-271
| -4% | -$8.37K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $225K | Buy |
7,618
+555
| +8% | +$16.4K | ﹤0.01% | 1532 |
|
|
2024
Q1 | $217K | Buy |
7,063
+1,121
| +19% | +$34.4K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $184K | Sell |
5,942
-98
| -2% | -$3.04K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $149K | Sell |
6,040
-14
| -0.2% | -$345 | ﹤0.01% | 1432 |
|
|
2023
Q2 | $123K | Sell |
6,054
-907
| -13% | -$18.4K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $149K | Buy |
6,961
+464
| +7% | +$9.93K | ﹤0.01% | 1318 |
|
|
2022
Q4 | $121K | Buy |
6,497
+1,825
| +39% | +$34K | ﹤0.01% | 1294 |
|
|
2022
Q3 | $68K | Sell |
4,672
-72
| -2% | -$1.05K | ﹤0.01% | 1512 |
|
|
2022
Q2 | $77K | Buy |
4,744
+276
| +6% | +$4.48K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $87K | Buy |
4,468
+2,715
| +155% | +$52.9K | ﹤0.01% | 1381 |
|
|
2021
Q4 | $31K | Buy |
+1,753
| New | +$31K | ﹤0.01% | 1772 |
|
|
2021
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2021
Q1 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2020
Q4 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2020
Q3 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2020
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2020
Q1 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2019
Q4 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2019
Q3 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2019
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2158 |
|
|
2019
Q1 | $9K | Sell |
602
-2,271
| -79% | -$34K | ﹤0.01% | 2158 |
|
|
2018
Q4 | $36K | Buy |
2,873
+1,873
| +187% | +$23.5K | ﹤0.01% | 964 |
|
|
2018
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q2 | $15K | Sell |
1,000
-260
| -21% | -$3.9K | ﹤0.01% | 895 |
|
|
2018
Q1 | $22K | Sell |
1,260
-90
| -7% | -$1.57K | ﹤0.01% | 691 |
|
|
2017
Q4 | $25K | Buy |
1,350
+122
| +10% | +$2.26K | ﹤0.01% | 660 |
|
|
2017
Q3 | $21K | Buy |
1,228
+228
| +23% | +$3.9K | ﹤0.01% | 698 |
|
|
2017
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 672 |
|
|
2017
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 654 |
|
|
2016
Q4 | $16K | Sell |
1,000
-245
| -20% | -$3.92K | ﹤0.01% | 639 |
|
|
2016
Q3 | $17K | Buy |
+1,245
| New | +$17K | ﹤0.01% | 578 |
|
|
2016
Q1 | – | Sell |
-94
| Closed | -$2K | – | 815 |
|
|
2015
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 606 |
|