Carson Wealth (CWM LLC)’s Udemy UDMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
31,932
+18,561
| +139% | +$130K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $104K | Buy |
13,371
+12,334
| +1,189% | +$95.9K | ﹤0.01% | 2395 |
|
|
2024
Q4 | $9K | Buy |
1,037
+810
| +357% | +$7.03K | ﹤0.01% | 3954 |
|
|
2024
Q3 | $2K | Buy |
227
+222
| +4,440% | +$1.96K | ﹤0.01% | 4465 |
|
|
2024
Q2 | $0 | Sell |
5
-34
| -87% | – | ﹤0.01% | 4954 |
|
|
2024
Q1 | $0 | Sell |
39
-22
| -36% | – | ﹤0.01% | 4754 |
|
|
2023
Q4 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 4050 |
|
|
2023
Q1 | – | Sell |
-445
| Closed | -$5K | – | 4337 |
|
|
2022
Q4 | $5K | Buy |
445
+392
| +740% | +$4.4K | ﹤0.01% | 3227 |
|
|
2022
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 3766 |
|
|
2022
Q2 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 3638 |
|