Carson Wealth (CWM LLC)’s Uranium Energy UEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
24,456
-4,365
-15% -$29.6K ﹤0.01% 2337
2025
Q1
$138K Buy
28,821
+16,779
+139% +$80.3K ﹤0.01% 2162
2024
Q4
$81K Buy
12,042
+1,869
+18% +$12.6K ﹤0.01% 2435
2024
Q3
$63K Sell
10,173
-1,198
-11% -$7.42K ﹤0.01% 2527
2024
Q2
$68K Buy
11,371
+1,320
+13% +$7.89K ﹤0.01% 2248
2024
Q1
$68K Buy
10,051
+267
+3% +$1.81K ﹤0.01% 2105
2023
Q4
$63K Buy
9,784
+1,776
+22% +$11.4K ﹤0.01% 2032
2023
Q3
$41K Sell
8,008
-7,666
-49% -$39.2K ﹤0.01% 2188
2023
Q2
$53K Buy
15,674
+964
+7% +$3.26K ﹤0.01% 1944
2023
Q1
$42K Buy
14,710
+3,576
+32% +$10.2K ﹤0.01% 1993
2022
Q4
$43K Hold
11,134
﹤0.01% 1828
2022
Q3
$39K Sell
11,134
-1,000
-8% -$3.5K ﹤0.01% 1789
2022
Q2
$37K Buy
12,134
+134
+1% +$409 ﹤0.01% 1767
2022
Q1
$55K Hold
12,000
﹤0.01% 1564
2021
Q4
$40K Buy
+12,000
New +$40K ﹤0.01% 1665
2021
Q2
$29K Hold
11,000
﹤0.01% 1630
2021
Q1
$29K Hold
11,000
﹤0.01% 1630
2020
Q4
$29K Hold
11,000
﹤0.01% 1630
2020
Q3
$29K Hold
11,000
﹤0.01% 1630
2020
Q2
$29K Hold
11,000
﹤0.01% 1630
2020
Q1
$29K Hold
11,000
﹤0.01% 1630
2019
Q4
$29K Hold
11,000
﹤0.01% 1630
2019
Q3
$29K Hold
11,000
﹤0.01% 1630
2019
Q2
$29K Hold
11,000
﹤0.01% 1630
2019
Q1
$29K Buy
+11,000
New +$29K ﹤0.01% 1630