Carson Wealth (CWM LLC)’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
10,099
+7,896
| +358% | +$235K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $62K | Buy |
2,203
+373
| +20% | +$10.5K | ﹤0.01% | 2799 |
|
|
2024
Q4 | $59K | Buy |
1,830
+183
| +11% | +$5.9K | ﹤0.01% | 2681 |
|
|
2024
Q3 | $48K | Buy |
1,647
+386
| +31% | +$11.3K | ﹤0.01% | 2727 |
|
|
2024
Q2 | $32K | Buy |
1,261
+210
| +20% | +$5.33K | ﹤0.01% | 2796 |
|
|
2024
Q1 | $28K | Buy |
1,051
+147
| +16% | +$3.92K | ﹤0.01% | 2687 |
|
|
2023
Q4 | $26K | Buy |
904
+75
| +9% | +$2.16K | ﹤0.01% | 2611 |
|
|
2023
Q3 | $21K | Buy |
829
+29
| +4% | +$735 | ﹤0.01% | 2668 |
|
|
2023
Q2 | $20K | Sell |
800
-56
| -7% | -$1.4K | ﹤0.01% | 2650 |
|
|
2023
Q1 | $24K | Sell |
856
-220
| -20% | -$6.17K | ﹤0.01% | 2384 |
|
|
2022
Q4 | $36K | Buy |
1,076
+173
| +19% | +$5.79K | ﹤0.01% | 1962 |
|
|
2022
Q3 | $30K | Buy |
903
+176
| +24% | +$5.85K | ﹤0.01% | 1970 |
|
|
2022
Q2 | $22K | Buy |
727
+276
| +61% | +$8.35K | ﹤0.01% | 2062 |
|
|
2022
Q1 | $16K | Buy |
451
+323
| +252% | +$11.5K | ﹤0.01% | 2231 |
|
|
2021
Q4 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 2767 |
|
|
2021
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2021
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2020
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2020
Q3 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2020
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2020
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2019
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2019
Q3 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2019
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2019
Q1 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 2462 |
|