Carson Wealth (CWM LLC)’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-833
| Closed | -$31K | – | 5270 |
|
|
2024
Q3 | $31K | Buy |
833
+127
| +18% | +$4.42K | ﹤0.01% | 3084 |
|
|
2024
Q2 | $18K | Buy |
706
+634
| +881% | +$18.1K | ﹤0.01% | 3204 |
|
|
2024
Q1 | $2K | Buy |
72
+52
| +260% | +$1.78K | ﹤0.01% | 4051 |
|
|
2023
Q4 | $1K | Sell |
20
-29
| -59% | -$1.02K | ﹤0.01% | 4077 |
|
|
2023
Q3 | $2K | Sell |
49
-6
| -11% | -$230 | ﹤0.01% | 3889 |
|
|
2023
Q2 | $2K | Buy |
55
+10
| +22% | +$372 | ﹤0.01% | 3870 |
|
|
2023
Q1 | $2K | Sell |
45
-15
| -25% | -$512 | ﹤0.01% | 3730 |
|
|
2022
Q4 | $2K | Buy |
60
+5
| +9% | +$145 | ﹤0.01% | 3654 |
|
|
2022
Q3 | $1K | Buy |
55
+40
| +267% | +$893 | ﹤0.01% | 3822 |
|
|
2022
Q2 | $0 | Sell |
15
-191
| -93% | -$4.38K | ﹤0.01% | 4147 |
|
|
2022
Q1 | $6K | Buy |
206
+141
| +217% | +$3.92K | ﹤0.01% | 2795 |
|
|
2021
Q4 | $2K | Buy |
+65
| New | +$1.97K | ﹤0.01% | 3212 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | – | – | 2280 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1797 |
|
|
2018
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1562 |
|
|
2017
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1604 |
|
|
2017
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1575 |
|
|
2017
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1332 |
|
|
2017
Q1 | $0 | Buy |
+14
| New | +$410 | ﹤0.01% | 1343 |
|
Other funds holding CHUY
Carson Wealth (CWM LLC)'s CHUY Position: Q4 2024 in Review
Carson Wealth (CWM LLC) sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q4 2024, closing a stake of 833 shares — an estimated $31K sold.
Carson Wealth (CWM LLC) first reported a position in CHUY in Q1 2017 and held it in 19 quarters. The position peaked at $31K in Q3 2024. 1 fund tracked by Wall St. Rank holds CHUY as of Q4 2024.
- Carson Wealth (CWM LLC) reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 833 Chuy's Holdings, Inc. Common Stock shares in Q4 2024, an estimated $31K.
- Carson Wealth (CWM LLC) first reported a position in Chuy's Holdings, Inc. Common Stock in Q1 2017 and held it in 19 quarters.
- Carson Wealth (CWM LLC)'s Chuy's Holdings, Inc. Common Stock position peaked at $31K in Q3 2024.
- 1 fund tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q4 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.