Carson Wealth (CWM LLC)’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
10,439
+5,203
| +99% | +$150K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $154K | Buy |
5,236
+3,448
| +193% | +$101K | ﹤0.01% | 2094 |
|
|
2024
Q4 | $51K | Buy |
1,788
+537
| +43% | +$15.3K | ﹤0.01% | 2788 |
|
|
2024
Q3 | $26K | Buy |
1,251
+939
| +301% | +$19.5K | ﹤0.01% | 3205 |
|
|
2024
Q2 | $7K | Sell |
312
-2,949
| -90% | -$66.2K | ﹤0.01% | 3736 |
|
|
2024
Q1 | $71K | Buy |
3,261
+43
| +1% | +$936 | ﹤0.01% | 2083 |
|
|
2023
Q4 | $65K | Sell |
3,218
-4,553
| -59% | -$92K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $153K | Sell |
7,771
-133
| -2% | -$2.62K | ﹤0.01% | 1417 |
|
|
2023
Q2 | $179K | Sell |
7,904
-66
| -0.8% | -$1.5K | ﹤0.01% | 1293 |
|
|
2023
Q1 | $212K | Sell |
7,970
-40
| -0.5% | -$1.06K | ﹤0.01% | 1178 |
|
|
2022
Q4 | $219K | Buy |
8,010
+2,499
| +45% | +$68.3K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $158K | Buy |
5,511
+126
| +2% | +$3.61K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $184K | Buy |
5,385
+16
| +0.3% | +$547 | ﹤0.01% | 1077 |
|
|
2022
Q1 | $167K | Buy |
5,369
+16
| +0.3% | +$498 | ﹤0.01% | 1113 |
|
|
2021
Q4 | $124K | Buy |
+5,353
| New | +$124K | ﹤0.01% | 1214 |
|
|
2021
Q2 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q1 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q4 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q3 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q2 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q1 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q4 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q3 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q2 | $112K | Hold |
4,031
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q1 | $112K | Buy |
4,031
+3,891
| +2,779% | +$108K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $8K | Hold |
140
| – | – | ﹤0.01% | 1414 |
|
|
2018
Q3 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 1264 |
|