Carson Wealth (CWM LLC)’s Heidrick & Struggles HSII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
784
+619
| +375% | +$28.4K | ﹤0.01% | 3506 |
|
|
2025
Q1 | $7K | Buy |
165
+16
| +11% | +$679 | ﹤0.01% | 4280 |
|
|
2024
Q4 | $7K | Buy |
149
+58
| +64% | +$2.73K | ﹤0.01% | 4048 |
|
|
2024
Q3 | $4K | Buy |
91
+58
| +176% | +$2.55K | ﹤0.01% | 4184 |
|
|
2024
Q2 | $1K | Buy |
33
+26
| +371% | +$788 | ﹤0.01% | 4391 |
|
|
2024
Q1 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 4492 |
|
|
2023
Q4 | $0 | Sell |
5
-6
| -55% | – | ﹤0.01% | 4295 |
|
|
2023
Q3 | $0 | Sell |
11
-22
| -67% | – | ﹤0.01% | 4309 |
|
|
2023
Q2 | $1K | Sell |
33
-96
| -74% | -$2.91K | ﹤0.01% | 3964 |
|
|
2023
Q1 | $4K | Buy |
129
+66
| +105% | +$2.05K | ﹤0.01% | 3389 |
|
|
2022
Q4 | $2K | Sell |
63
-4
| -6% | -$127 | ﹤0.01% | 3555 |
|
|
2022
Q3 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 3462 |
|