Carson Wealth (CWM LLC)’s Unifirst Corp UNF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
4,381
+139
+3% +$26.2K ﹤0.01% 1347
2025
Q1
$738K Sell
4,242
-536
-11% -$93.3K ﹤0.01% 1300
2024
Q4
$818K Sell
4,778
-174
-4% -$29.8K ﹤0.01% 1184
2024
Q3
$984K Sell
4,952
-22
-0.4% -$4.37K ﹤0.01% 1046
2024
Q2
$853K Sell
4,974
-425
-8% -$72.9K ﹤0.01% 980
2024
Q1
$936K Sell
5,399
-430
-7% -$74.5K ﹤0.01% 884
2023
Q4
$1.07M Sell
5,829
-467
-7% -$85.4K 0.01% 779
2023
Q3
$1.03M Sell
6,296
-91
-1% -$14.8K 0.01% 742
2023
Q2
$990K Sell
6,387
-237
-4% -$36.7K 0.01% 718
2023
Q1
$1.17M Sell
6,624
-85
-1% -$15K 0.01% 621
2022
Q4
$1.3M Buy
6,709
+241
+4% +$46.5K 0.01% 539
2022
Q3
$1.09M Sell
6,468
-140
-2% -$23.6K 0.01% 540
2022
Q2
$1.14M Sell
6,608
-61
-0.9% -$10.5K 0.01% 535
2022
Q1
$1.23M Sell
6,669
-796
-11% -$147K 0.01% 509
2021
Q4
$1.57M Buy
+7,465
New +$1.57M 0.01% 486
2021
Q2
$1.88M Hold
7,995
0.02% 441
2021
Q1
$1.88M Hold
7,995
0.02% 441
2020
Q4
$1.88M Hold
7,995
0.02% 441
2020
Q3
$1.88M Hold
7,995
0.02% 441
2020
Q2
$1.88M Hold
7,995
0.02% 441
2020
Q1
$1.88M Hold
7,995
0.02% 441
2019
Q4
$1.88M Hold
7,995
0.02% 441
2019
Q3
$1.88M Hold
7,995
0.02% 441
2019
Q2
$1.88M Hold
7,995
0.02% 441
2019
Q1
$1.88M Buy
+7,995
New +$1.88M 0.02% 441