Carson Wealth (CWM LLC)’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
9,242
-52
| -0.6% | -$9.36K | 0.01% | 1014 |
|
|
2025
Q1 | $1.5M | Sell |
9,294
-1,335
| -13% | -$216K | 0.01% | 940 |
|
|
2024
Q4 | $1.85M | Sell |
10,629
-1,139
| -10% | -$198K | 0.01% | 814 |
|
|
2024
Q3 | $1.86M | Sell |
11,768
-1,400
| -11% | -$221K | 0.01% | 737 |
|
|
2024
Q2 | $1.78M | Sell |
13,168
-1,262
| -9% | -$170K | 0.01% | 675 |
|
|
2024
Q1 | $1.85M | Sell |
14,430
-737
| -5% | -$94.5K | 0.01% | 646 |
|
|
2023
Q4 | $1.82M | Sell |
15,167
-1,587
| -9% | -$190K | 0.01% | 596 |
|
|
2023
Q3 | $1.8M | Sell |
16,754
-1,022
| -6% | -$109K | 0.01% | 568 |
|
|
2023
Q2 | $1.75M | Sell |
17,776
-988
| -5% | -$97.2K | 0.01% | 549 |
|
|
2023
Q1 | $1.64M | Sell |
18,764
-113
| -0.6% | -$9.89K | 0.01% | 516 |
|
|
2022
Q4 | $1.65M | Buy |
18,877
+134
| +0.7% | +$11.7K | 0.01% | 475 |
|
|
2022
Q3 | $1.41M | Buy |
18,743
+15,547
| +486% | +$1.17M | 0.01% | 468 |
|
|
2022
Q2 | $252K | Buy |
3,196
+551
| +21% | +$43.4K | ﹤0.01% | 950 |
|
|
2022
Q1 | $232K | Buy |
2,645
+1,275
| +93% | +$112K | ﹤0.01% | 981 |
|
|
2021
Q4 | $142K | Buy |
+1,370
| New | +$142K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2633 |
|
|
2019
Q1 | $2K | Sell |
28
-122
| -81% | -$8.71K | ﹤0.01% | 2633 |
|
|
2018
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1474 |
|