Carson Wealth (CWM LLC)’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
12,763
+10,883
| +579% | +$273K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $45K | Buy |
1,880
+493
| +36% | +$11.8K | ﹤0.01% | 3069 |
|
|
2024
Q4 | $40K | Buy |
1,387
+105
| +8% | +$3.03K | ﹤0.01% | 2962 |
|
|
2024
Q3 | $41K | Sell |
1,282
-254
| -17% | -$8.12K | ﹤0.01% | 2854 |
|
|
2024
Q2 | $47K | Buy |
1,536
+180
| +13% | +$5.51K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $48K | Sell |
1,356
-108
| -7% | -$3.82K | ﹤0.01% | 2319 |
|
|
2023
Q4 | $50K | Sell |
1,464
-76
| -5% | -$2.6K | ﹤0.01% | 2184 |
|
|
2023
Q3 | $45K | Buy |
1,540
+25
| +2% | +$731 | ﹤0.01% | 2129 |
|
|
2023
Q2 | $47K | Hold |
1,515
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q1 | $37K | Hold |
1,515
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q4 | $34K | Sell |
1,515
-754
| -33% | -$16.9K | ﹤0.01% | 2005 |
|
|
2022
Q3 | $40K | Buy |
2,269
+233
| +11% | +$4.11K | ﹤0.01% | 1774 |
|
|
2022
Q2 | $40K | Sell |
2,036
-41
| -2% | -$806 | ﹤0.01% | 1732 |
|
|
2022
Q1 | $52K | Buy |
2,077
+166
| +9% | +$4.16K | ﹤0.01% | 1598 |
|
|
2021
Q4 | $92K | Buy |
+1,911
| New | +$92K | ﹤0.01% | 1324 |
|
|
2021
Q2 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q1 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q4 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q3 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q2 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q1 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q4 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q3 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q2 | $45K | Hold |
845
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q1 | $45K | Buy |
+845
| New | +$45K | ﹤0.01% | 1441 |
|