Carson Wealth (CWM LLC)’s Ultra Clean Holdings UCTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
11,569
+6,844
| +145% | +$154K | ﹤0.01% | 1956 |
|
|
2025
Q1 | $101K | Buy |
4,725
+1,064
| +29% | +$22.7K | ﹤0.01% | 2418 |
|
|
2024
Q4 | $132K | Buy |
3,661
+1,227
| +50% | +$44.2K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $97K | Buy |
2,434
+1,634
| +204% | +$65.1K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $39K | Buy |
800
+253
| +46% | +$12.3K | ﹤0.01% | 2644 |
|
|
2024
Q1 | $25K | Sell |
547
-387
| -41% | -$17.7K | ﹤0.01% | 2761 |
|
|
2023
Q4 | $32K | Sell |
934
-467
| -33% | -$16K | ﹤0.01% | 2477 |
|
|
2023
Q3 | $42K | Sell |
1,401
-127
| -8% | -$3.81K | ﹤0.01% | 2174 |
|
|
2023
Q2 | $59K | Sell |
1,528
-3,091
| -67% | -$119K | ﹤0.01% | 1864 |
|
|
2023
Q1 | $153K | Buy |
4,619
+4,250
| +1,152% | +$141K | ﹤0.01% | 1309 |
|
|
2022
Q4 | $12K | Buy |
369
+36
| +11% | +$1.17K | ﹤0.01% | 2720 |
|
|
2022
Q3 | $9K | Sell |
333
-599
| -64% | -$16.2K | ﹤0.01% | 2768 |
|
|
2022
Q2 | $28K | Buy |
932
+694
| +292% | +$20.9K | ﹤0.01% | 1931 |
|
|
2022
Q1 | $10K | Buy |
238
+115
| +93% | +$4.83K | ﹤0.01% | 2496 |
|
|
2021
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 2570 |
|
|
2021
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2021
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 2452 |
|