Carson Wealth (CWM LLC)’s United Microelectronic UMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
19,213
-1,315
| -6% | -$10.1K | ﹤0.01% | 2419 |
|
|
2025
Q1 | $147K | Sell |
20,528
-4,402
| -18% | -$31.5K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $162K | Sell |
24,930
-3,669
| -13% | -$23.8K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $241K | Buy |
28,599
+9,625
| +51% | +$81.1K | ﹤0.01% | 1658 |
|
|
2024
Q2 | $166K | Buy |
18,974
+723
| +4% | +$6.33K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $148K | Buy |
18,251
+1,189
| +7% | +$9.64K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $144K | Buy |
17,062
+3,913
| +30% | +$33K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $93K | Sell |
13,149
-1,029
| -7% | -$7.28K | ﹤0.01% | 1678 |
|
|
2023
Q2 | $112K | Buy |
14,178
+819
| +6% | +$6.47K | ﹤0.01% | 1514 |
|
|
2023
Q1 | $117K | Buy |
13,359
+712
| +6% | +$6.24K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $83K | Buy |
12,647
+1,245
| +11% | +$8.17K | ﹤0.01% | 1465 |
|
|
2022
Q3 | $64K | Buy |
11,402
+1,482
| +15% | +$8.32K | ﹤0.01% | 1552 |
|
|
2022
Q2 | $67K | Buy |
9,920
+1,619
| +20% | +$10.9K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $76K | Buy |
8,301
+472
| +6% | +$4.32K | ﹤0.01% | 1431 |
|
|
2021
Q4 | $92K | Buy |
+7,829
| New | +$92K | ﹤0.01% | 1323 |
|
|
2021
Q2 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2021
Q1 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q4 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q3 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q2 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q1 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q4 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q3 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q2 | $62K | Hold |
6,546
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q1 | $62K | Buy |
+6,546
| New | +$62K | ﹤0.01% | 1311 |
|