Carson Wealth (CWM LLC)’s Universal Technical Institute UTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Buy |
2,183
+16
| +0.7% | +$542 | ﹤0.01% | 2965 |
|
|
2025
Q1 | $56K | Buy |
2,167
+1,110
| +105% | +$28.7K | ﹤0.01% | 2888 |
|
|
2024
Q4 | $27K | Buy |
1,057
+23
| +2% | +$588 | ﹤0.01% | 3248 |
|
|
2024
Q3 | $17K | Buy |
1,034
+1
| +0.1% | +$16 | ﹤0.01% | 3478 |
|
|
2024
Q2 | $16K | Buy |
1,033
+467
| +83% | +$7.23K | ﹤0.01% | 3279 |
|
|
2024
Q1 | $9K | Buy |
+566
| New | +$9K | ﹤0.01% | 3422 |
|