Carson Wealth (CWM LLC)’s UFP Technologies UFPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$640K Sell
2025
Q2
$812K Sell
2025
Q1
$684K Sell
2024
Q4
$904K Sell
2024
Q3
$1.27M Sell
2024
Q2
$1.32M Sell
2024
Q1
$1.57M Sell
2023
Q4
$1.18M Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.56M Buy