Carson Wealth (CWM LLC)’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $721K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $97K | Sell |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $96K | Sell |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q2 | $175K | Hold |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $175K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $175K | Hold |
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|
2019
Q4 | $175K | Hold |
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|
2019
Q3 | $175K | Hold |
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|
2019
Q2 | $175K | Hold |
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|
2019
Q1 | $175K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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