Carson Wealth (CWM LLC)’s Ultra Clean Holdings UCTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $651K | Buy |
10,474
+95
| +0.9% | +$4.87K | ﹤0.01% | 1825 |
|
|
2025
Q4 | $263K | Sell |
10,379
-710
| -6% | -$18.9K | ﹤0.01% | 2340 |
|
|
2025
Q3 | $302K | Sell |
11,089
-480
| -4% | -$11.8K | ﹤0.01% | 2136 |
|
|
2025
Q2 | $261K | Buy |
11,569
+6,844
| +145% | +$140K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $101K | Buy |
4,725
+1,064
| +29% | +$34K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $132K | Buy |
3,661
+1,227
| +50% | +$45.4K | ﹤0.01% | 2102 |
|
|
2024
Q3 | $97K | Buy |
2,434
+1,634
| +204% | +$67K | ﹤0.01% | 2211 |
|
|
2024
Q2 | $39K | Buy |
800
+253
| +46% | +$11.4K | ﹤0.01% | 2646 |
|
|
2024
Q1 | $25K | Sell |
547
-387
| -41% | -$15.7K | ﹤0.01% | 2763 |
|
|
2023
Q4 | $32K | Sell |
934
-467
| -33% | -$13K | ﹤0.01% | 2479 |
|
|
2023
Q3 | $42K | Sell |
1,401
-127
| -8% | -$4.28K | ﹤0.01% | 2175 |
|
|
2023
Q2 | $59K | Sell |
1,528
-3,091
| -67% | -$99.5K | ﹤0.01% | 1866 |
|
|
2023
Q1 | $153K | Buy |
4,619
+4,250
| +1,152% | +$141K | ﹤0.01% | 1312 |
|
|
2022
Q4 | $12K | Buy |
369
+36
| +11% | +$1.15K | ﹤0.01% | 2723 |
|
|
2022
Q3 | $9K | Sell |
333
-599
| -64% | -$18.3K | ﹤0.01% | 2771 |
|
|
2022
Q2 | $28K | Buy |
932
+694
| +292% | +$22.5K | ﹤0.01% | 1933 |
|
|
2022
Q1 | $10K | Buy |
238
+115
| +93% | +$5.5K | ﹤0.01% | 2500 |
|
|
2021
Q4 | $7K | Buy |
+123
| New | +$6.4K | ﹤0.01% | 2578 |
|
|
2021
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2473 |
|
|
2021
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 2472 |
|
|
2019
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 2471 |
|
|
2019
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2471 |
|
|
2019
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2470 |
|
|
2019
Q1 | $4K | Buy |
+81
| New | +$869 | ﹤0.01% | 2467 |
|
Other funds holding UCTT
VPM
VCM
FCM
DCM