Carson Wealth (CWM LLC)’s Unisys UIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
49,560
+20,083
| +68% | +$91.2K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $135K | Buy |
29,477
+25,470
| +636% | +$117K | ﹤0.01% | 2178 |
|
|
2024
Q4 | $25K | Buy |
4,007
+925
| +30% | +$5.77K | ﹤0.01% | 3299 |
|
|
2024
Q3 | $18K | Sell |
3,082
-1,455
| -32% | -$8.5K | ﹤0.01% | 3440 |
|
|
2024
Q2 | $19K | Buy |
4,537
+3,274
| +259% | +$13.7K | ﹤0.01% | 3158 |
|
|
2024
Q1 | $6K | Buy |
1,263
+767
| +155% | +$3.64K | ﹤0.01% | 3611 |
|
|
2023
Q4 | $3K | Sell |
496
-556
| -53% | -$3.36K | ﹤0.01% | 3744 |
|
|
2023
Q3 | $4K | Buy |
1,052
+791
| +303% | +$3.01K | ﹤0.01% | 3606 |
|
|
2023
Q2 | $1K | Sell |
261
-508
| -66% | -$1.95K | ﹤0.01% | 4074 |
|
|
2023
Q1 | $3K | Sell |
769
-1,189
| -61% | -$4.64K | ﹤0.01% | 3567 |
|
|
2022
Q4 | $10K | Buy |
1,958
+1,756
| +869% | +$8.97K | ﹤0.01% | 2813 |
|
|
2022
Q3 | $2K | Buy |
202
+128
| +173% | +$1.27K | ﹤0.01% | 3541 |
|
|
2022
Q2 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 3640 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | – | – | 1315 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1321 |
|