Carson Wealth (CWM LLC)
HHH icon

Carson Wealth (CWM LLC)’s Howard Hughes HHH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.7K Sell
533
-2,653
-83% -$199K ﹤0.01% 4084
2025
Q4 		$254K Buy
3,186
+2,521
+379% +$209K ﹤0.01% 2370
2025
Q3 		$55K Buy
665
+273
+70% +$20.2K ﹤0.01% 3448
2025
Q2 		$26K Sell
392
-2,137
-84% -$146K ﹤0.01% 3738
2025
Q1 		$187K Sell
2,529
-4,158
-62% -$314K ﹤0.01% 1963
2024
Q4 		$514K Buy
6,687
+5,016
+300% +$399K ﹤0.01% 1369
2024
Q3 		$129K Buy
1,671
+1,498
+866% +$106K ﹤0.01% 2027
2024
Q2 		$11K Buy
173
+96
+125% +$6.02K ﹤0.01% 3487
2024
Q1 		$5K Hold
77
– – ﹤0.01% 3661
2023
Q4 		$6K Buy
77
+35
+83% +$2.46K ﹤0.01% 3428
2023
Q3 		$3K Hold
42
– – ﹤0.01% 3669
2023
Q2 		$3K Sell
42
-10
-19% -$724 ﹤0.01% 3639
2023
Q1 		$4K Buy
52
+25
+93% +$1.95K ﹤0.01% 3388
2022
Q4 		$2K Sell
27
-565
-95% -$36K ﹤0.01% 3557
2022
Q3 		$31K Sell
592
-612
-51% -$39.1K ﹤0.01% 1934
2022
Q2 		$78K Buy
1,204
+1,125
+1,424% +$92.3K ﹤0.01% 1415
2022
Q1 		$8K Buy
79
+65
+464% +$5.99K ﹤0.01% 2619
2021
Q4 		$1K Buy
+14
New +$1.23K ﹤0.01% 3309
2018
Q1 		– Sell
-47
Closed -$6K – 1461
2017
Q4 		$6K Buy
47
+37
+370% +$4.41K ﹤0.01% 1029
2017
Q3 		$1K Buy
+10
New +$1.14K ﹤0.01% 1370

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return