Carson Wealth (CWM LLC)’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
3,324
-66
| -2% | -$16.1K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $684K | Sell |
3,390
-306
| -8% | -$61.7K | ﹤0.01% | 1329 |
|
|
2024
Q4 | $904K | Sell |
3,696
-319
| -8% | -$78K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $1.27M | Sell |
4,015
-998
| -20% | -$316K | 0.01% | 893 |
|
|
2024
Q2 | $1.32M | Sell |
5,013
-1,212
| -19% | -$320K | 0.01% | 764 |
|
|
2024
Q1 | $1.57M | Sell |
6,225
-612
| -9% | -$154K | 0.01% | 691 |
|
|
2023
Q4 | $1.18M | Sell |
6,837
-574
| -8% | -$98.7K | 0.01% | 736 |
|
|
2023
Q3 | $1.2M | Sell |
7,411
-631
| -8% | -$102K | 0.01% | 675 |
|
|
2023
Q2 | $1.56M | Buy |
+8,042
| New | +$1.56M | 0.01% | 579 |
|