Carson Wealth (CWM LLC)’s Universal Stainless & Alloy USAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,252
| Closed | -$187K | – | 5279 |
|
|
2024
Q4 | $187K | Buy |
4,252
+4,021
| +1,741% | +$174K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $9K | Buy |
231
+6
| +3% | +$214 | ﹤0.01% | 3866 |
|
|
2024
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 3827 |
|
|
2024
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 3714 |
|
|
2023
Q4 | $5K | Sell |
225
-225
| -50% | -$3.4K | ﹤0.01% | 3563 |
|
|
2023
Q3 | $6K | Hold |
450
| – | – | ﹤0.01% | 3411 |
|
|
2023
Q2 | $6K | Hold |
450
| – | – | ﹤0.01% | 3400 |
|
|
2023
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 3445 |
|
|
2022
Q4 | $3K | Hold |
450
| – | – | ﹤0.01% | 3474 |
|
|
2022
Q3 | $3K | Hold |
450
| – | – | ﹤0.01% | 3389 |
|
|
2022
Q2 | $3K | Hold |
450
| – | – | ﹤0.01% | 3269 |
|
|
2022
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 2979 |
|
|
2021
Q4 | $4K | Buy |
+450
| New | +$4.03K | ﹤0.01% | 2907 |
|
|
2021
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1880 |
|
|
2020
Q4 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q3 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1879 |
|
|
2019
Q4 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q3 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q1 | $17K | Buy |
+1,650
| New | +$28.3K | ﹤0.01% | 1878 |
|
Other funds holding USAP
Carson Wealth (CWM LLC)'s USAP Position: Q1 2025 in Review
Carson Wealth (CWM LLC) sold out of Universal Stainless & Alloy (USAP) in Q1 2025, closing a stake of 4,252 shares — an estimated $187K sold.
Carson Wealth (CWM LLC) first reported a position in USAP in Q1 2019 and held it in 23 quarters. The position peaked at $187K in Q4 2024. 2 funds tracked by Wall St. Rank hold USAP as of Q1 2025.
- Carson Wealth (CWM LLC) reported no remaining Universal Stainless & Alloy position as of Q1 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 4,252 Universal Stainless & Alloy shares in Q1 2025, an estimated $187K.
- Carson Wealth (CWM LLC) first reported a position in Universal Stainless & Alloy in Q1 2019 and held it in 23 quarters.
- Carson Wealth (CWM LLC)'s Universal Stainless & Alloy position peaked at $187K in Q4 2024.
- 2 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.