Carson Wealth (CWM LLC)’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
3,468
-1,853
| -35% | -$25.1K | ﹤0.01% | 3334 |
|
|
2025
Q1 | $69K | Sell |
5,321
-961
| -15% | -$12.5K | ﹤0.01% | 2714 |
|
|
2024
Q4 | $103K | Buy |
6,282
+386
| +7% | +$6.33K | ﹤0.01% | 2269 |
|
|
2024
Q3 | $62K | Buy |
5,896
+2,467
| +72% | +$25.9K | ﹤0.01% | 2538 |
|
|
2024
Q2 | $37K | Buy |
3,429
+824
| +32% | +$8.89K | ﹤0.01% | 2687 |
|
|
2024
Q1 | $32K | Sell |
2,605
-829
| -24% | -$10.2K | ﹤0.01% | 2608 |
|
|
2023
Q4 | $51K | Sell |
3,434
-889
| -21% | -$13.2K | ﹤0.01% | 2171 |
|
|
2023
Q3 | $49K | Buy |
4,323
+2,236
| +107% | +$25.3K | ﹤0.01% | 2081 |
|
|
2023
Q2 | $19K | Buy |
2,087
+1,945
| +1,370% | +$17.7K | ﹤0.01% | 2694 |
|
|
2023
Q1 | $2K | Sell |
142
-70
| -33% | -$986 | ﹤0.01% | 3700 |
|
|
2022
Q4 | $2K | Buy |
212
+162
| +324% | +$1.53K | ﹤0.01% | 3631 |
|
|
2022
Q3 | $1K | Sell |
50
-27
| -35% | -$540 | ﹤0.01% | 3769 |
|
|
2022
Q2 | $2K | Sell |
77
-99
| -56% | -$2.57K | ﹤0.01% | 3413 |
|
|
2022
Q1 | $4K | Buy |
176
+126
| +252% | +$2.86K | ﹤0.01% | 2961 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3178 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2020
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2019
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2545 |
|
|
2019
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2545 |
|