Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Utah Medical Products UTMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$84K Buy
2025
Q2 		$47K Buy
2025
Q1 		$12K Buy
2024
Q4 		$10K Sell
2024
Q3 		$30K Buy
2024
Q2 		$20K Buy
2019
Q1 		– Sell
2018
Q4 		$1K Hold
2018
Q3 		$1K Hold
2018
Q2 		$1K Buy