Carson Wealth (CWM LLC)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.27M | Buy |
|
|||||
|
2025
Q2 | $1.66M | Sell |
|
|||||
|
2025
Q1 | $1.5M | Sell |
|
|||||
|
2024
Q4 | $1.85M | Sell |
|
|||||
|
2024
Q3 | $1.86M | Sell |
|
|||||
|
2024
Q2 | $1.78M | Sell |
|
|||||
|
2024
Q1 | $1.85M | Sell |
|
|||||
|
2023
Q4 | $1.82M | Sell |
|
|||||
|
2023
Q3 | $1.79M | Sell |
|
|||||
|
2023
Q2 | $1.75M | Sell |
|
|||||
|
2023
Q1 | $1.64M | Sell |
|
|||||
|
2022
Q4 | $1.65M | Buy |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $252K | Buy |
|
|||||
|
2022
Q1 | $232K | Buy |
|
|||||
|
2021
Q4 | $142K | Buy |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $2K | Hold |
|
|||||
|
2020
Q3 | $2K | Hold |
|
|||||
|
2020
Q2 | $2K | Hold |
|
|||||
|
2020
Q1 | $2K | Hold |
|
|||||
|
2019
Q4 | $2K | Hold |
|
|||||
|
2019
Q3 | $2K | Hold |
|
|||||
|
2019
Q2 | $2K | Hold |
|
|||||
|
2019
Q1 | $2K | Sell |
|
|||||
|
2018
Q4 | $6K | Buy |
|