Carson Wealth (CWM LLC)’s HCI Group HCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
1,663
+32
| +2% | +$4.87K | ﹤0.01% | 1978 |
|
|
2025
Q1 | $243K | Buy |
1,631
+68
| +4% | +$10.1K | ﹤0.01% | 1795 |
|
|
2024
Q4 | $182K | Buy |
1,563
+323
| +26% | +$37.6K | ﹤0.01% | 1884 |
|
|
2024
Q3 | $133K | Buy |
1,240
+316
| +34% | +$33.9K | ﹤0.01% | 2004 |
|
|
2024
Q2 | $85K | Buy |
924
+495
| +115% | +$45.5K | ﹤0.01% | 2080 |
|
|
2024
Q1 | $50K | Buy |
429
+268
| +166% | +$31.2K | ﹤0.01% | 2293 |
|
|
2023
Q4 | $14K | Sell |
161
-32
| -17% | -$2.78K | ﹤0.01% | 2984 |
|
|
2023
Q3 | $10K | Hold |
193
| – | – | ﹤0.01% | 3130 |
|
|
2023
Q2 | $12K | Hold |
193
| – | – | ﹤0.01% | 2977 |
|
|
2023
Q1 | $10K | Hold |
193
| – | – | ﹤0.01% | 2944 |
|
|
2022
Q4 | $8K | Buy |
193
+172
| +819% | +$7.13K | ﹤0.01% | 2927 |
|
|
2022
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3651 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 3634 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 3289 |
|