Carson Wealth (CWM LLC)’s Hackett Group HCKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
4,081
-1,279
| -24% | -$32.6K | ﹤0.01% | 2681 |
|
|
2025
Q1 | $157K | Sell |
5,360
-37
| -0.7% | -$1.08K | ﹤0.01% | 2078 |
|
|
2024
Q4 | $166K | Buy |
5,397
+336
| +7% | +$10.3K | ﹤0.01% | 1952 |
|
|
2024
Q3 | $133K | Buy |
5,061
+394
| +8% | +$10.4K | ﹤0.01% | 2005 |
|
|
2024
Q2 | $101K | Buy |
4,667
+2,051
| +78% | +$44.4K | ﹤0.01% | 1970 |
|
|
2024
Q1 | $64K | Buy |
2,616
+977
| +60% | +$23.9K | ﹤0.01% | 2140 |
|
|
2023
Q4 | $37K | Sell |
1,639
-15
| -0.9% | -$339 | ﹤0.01% | 2357 |
|
|
2023
Q3 | $39K | Buy |
1,654
+15
| +0.9% | +$354 | ﹤0.01% | 2218 |
|
|
2023
Q2 | $37K | Buy |
1,639
+139
| +9% | +$3.14K | ﹤0.01% | 2207 |
|
|
2023
Q1 | $28K | Sell |
1,500
-21
| -1% | -$392 | ﹤0.01% | 2265 |
|
|
2022
Q4 | $31K | Buy |
1,521
+21
| +1% | +$428 | ﹤0.01% | 2056 |
|
|
2022
Q3 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 2023 |
|
|
2022
Q2 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q1 | $35K | Hold |
1,500
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q4 | $31K | Buy |
+1,500
| New | +$31K | ﹤0.01% | 1765 |
|
|
2021
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2021
Q1 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q4 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q3 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q1 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q4 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q3 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q1 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q4 | $24K | Buy |
+1,500
| New | +$24K | ﹤0.01% | 1075 |
|