Carson Wealth (CWM LLC)
HLNE icon

Carson Wealth (CWM LLC)’s Hamilton Lane HLNE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.6K Sell
761
-322
-30% -$39.5K ﹤0.01% 3493
2025
Q4 		$145K Buy
1,083
+945
+685% +$119K ﹤0.01% 2803
2025
Q3 		$19K Sell
138
-112
-45% -$16.9K ﹤0.01% 4155
2025
Q2 		$36K Sell
250
-361
-59% -$54.4K ﹤0.01% 3507
2025
Q1 		$91K Buy
611
+94
+18% +$14.3K ﹤0.01% 2498
2024
Q4 		$77K Buy
517
+12
+2% +$2.14K ﹤0.01% 2466
2024
Q3 		$85K Buy
505
+100
+25% +$14.5K ﹤0.01% 2302
2024
Q2 		$50K Buy
405
+12
+3% +$1.4K ﹤0.01% 2476
2024
Q1 		$44K Buy
393
+9
+2% +$1.02K ﹤0.01% 2377
2023
Q4 		$44K Buy
384
+9
+2% +$851 ﹤0.01% 2246
2023
Q3 		$34K Sell
375
-50
-12% -$4.45K ﹤0.01% 2323
2023
Q2 		$34K Buy
425
+1
+0.2% +$72 ﹤0.01% 2273
2023
Q1 		$31K Sell
424
-159
-27% -$11.7K ﹤0.01% 2205
2022
Q4 		$37K Buy
583
+362
+164% +$24.1K ﹤0.01% 1934
2022
Q3 		$13K Hold
221
– – ﹤0.01% 2516
2022
Q2 		$15K Buy
221
+178
+414% +$12.3K ﹤0.01% 2312
2022
Q1 		$3K Buy
43
+31
+258% +$2.58K ﹤0.01% 3035
2021
Q4 		$1K Buy
+12
New +$1.23K ﹤0.01% 3310

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VCM
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WA
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CIP
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