Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Universal Technical Institute UTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19K Sell
2025
Q2 		$74K Buy
2025
Q1 		$56K Buy
2024
Q4 		$27K Buy
2024
Q3 		$17K Buy
2024
Q2 		$16K Buy
2024
Q1 		$9K Buy