Carson Wealth (CWM LLC)’s HUB Group HUBG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
8,443
+6,514
| +338% | +$218K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $72K | Sell |
1,929
-497
| -20% | -$18.6K | ﹤0.01% | 2683 |
|
|
2024
Q4 | $108K | Sell |
2,426
-427
| -15% | -$19K | ﹤0.01% | 2233 |
|
|
2024
Q3 | $130K | Buy |
2,853
+567
| +25% | +$25.8K | ﹤0.01% | 2018 |
|
|
2024
Q2 | $98K | Sell |
2,286
-29,580
| -93% | -$1.27M | ﹤0.01% | 1987 |
|
|
2024
Q1 | $1.38M | Buy |
31,866
+29,900
| +1,521% | +$1.29M | 0.01% | 732 |
|
|
2023
Q4 | $90K | Sell |
1,966
-110
| -5% | -$5.04K | ﹤0.01% | 1821 |
|
|
2023
Q3 | $81K | Buy |
2,076
+422
| +26% | +$16.5K | ﹤0.01% | 1756 |
|
|
2023
Q2 | $66K | Buy |
1,654
+40
| +2% | +$1.6K | ﹤0.01% | 1802 |
|
|
2023
Q1 | $68K | Sell |
1,614
-36
| -2% | -$1.52K | ﹤0.01% | 1700 |
|
|
2022
Q4 | $66K | Buy |
1,650
+80
| +5% | +$3.2K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $54K | Buy |
1,570
+516
| +49% | +$17.7K | ﹤0.01% | 1623 |
|
|
2022
Q2 | $37K | Buy |
1,054
+980
| +1,324% | +$34.4K | ﹤0.01% | 1765 |
|
|
2022
Q1 | $3K | Buy |
74
+12
| +19% | +$486 | ﹤0.01% | 3025 |
|
|
2021
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 2973 |
|