Carson Wealth (CWM LLC)’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
9,804
+1,010
| +11% | +$30.4K | ﹤0.01% | 1880 |
|
|
2025
Q1 | $249K | Buy |
8,794
+1,850
| +27% | +$52.4K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $205K | Buy |
6,944
+748
| +12% | +$22.1K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $174K | Buy |
6,196
+2,465
| +66% | +$69.2K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $85K | Buy |
3,731
+2,538
| +213% | +$57.8K | ﹤0.01% | 2083 |
|
|
2024
Q1 | $25K | Buy |
1,193
+565
| +90% | +$11.8K | ﹤0.01% | 2762 |
|
|
2023
Q4 | $14K | Buy |
628
+21
| +3% | +$468 | ﹤0.01% | 3010 |
|
|
2023
Q3 | $11K | Buy |
607
+352
| +138% | +$6.38K | ﹤0.01% | 3102 |
|
|
2023
Q2 | $5K | Sell |
255
-59
| -19% | -$1.16K | ﹤0.01% | 3474 |
|
|
2023
Q1 | $7K | Sell |
314
-84
| -21% | -$1.87K | ﹤0.01% | 3165 |
|
|
2022
Q4 | $10K | Buy |
398
+239
| +150% | +$6.01K | ﹤0.01% | 2814 |
|
|
2022
Q3 | $4K | Sell |
159
-38
| -19% | -$956 | ﹤0.01% | 3223 |
|
|
2022
Q2 | $5K | Sell |
197
-1,183
| -86% | -$30K | ﹤0.01% | 3014 |
|
|
2022
Q1 | $37K | Buy |
1,380
+1,291
| +1,451% | +$34.6K | ﹤0.01% | 1754 |
|
|
2021
Q4 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 3033 |
|