Carson Wealth (CWM LLC)’s Universal Logistics Holdings ULH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
107
+54
| +102% | +$1.51K | ﹤0.01% | 4816 |
|
|
2025
Q1 | $1K | Sell |
53
-9
| -15% | -$170 | ﹤0.01% | 4996 |
|
|
2024
Q4 | $3K | Buy |
62
+28
| +82% | +$1.36K | ﹤0.01% | 4460 |
|
|
2024
Q3 | $1K | Sell |
34
-125
| -79% | -$3.68K | ﹤0.01% | 4733 |
|
|
2024
Q2 | $6K | Buy |
159
+7
| +5% | +$264 | ﹤0.01% | 3814 |
|
|
2024
Q1 | $6K | Buy |
152
+4
| +3% | +$158 | ﹤0.01% | 3612 |
|
|
2023
Q4 | $4K | Sell |
148
-17
| -10% | -$459 | ﹤0.01% | 3638 |
|
|
2023
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 3607 |
|
|
2023
Q2 | $5K | Buy |
165
+48
| +41% | +$1.46K | ﹤0.01% | 3473 |
|
|
2023
Q1 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 3568 |
|