Carson Wealth (CWM LLC)’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Buy |
829
+615
| +287% | +$34.9K | ﹤0.01% | 3335 |
|
|
2025
Q1 | $12K | Buy |
214
+47
| +28% | +$2.64K | ﹤0.01% | 4020 |
|
|
2024
Q4 | $10K | Sell |
167
-283
| -63% | -$16.9K | ﹤0.01% | 3892 |
|
|
2024
Q3 | $30K | Buy |
450
+155
| +53% | +$10.3K | ﹤0.01% | 3100 |
|
|
2024
Q2 | $20K | Buy |
+295
| New | +$20K | ﹤0.01% | 3121 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3253 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1999 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1758 |
|
|
2018
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1607 |
|