Carson Wealth (CWM LLC)
HUBG icon

Carson Wealth (CWM LLC)’s HUB Group HUBG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Sell
8,813
-1,302
-13% -$55K ﹤0.01% 2344
2025
Q4 		$431K Buy
10,115
+33
+0.3% +$1.25K ﹤0.01% 2011
2025
Q3 		$347K Buy
10,082
+1,639
+19% +$58.5K ﹤0.01% 2008
2025
Q2 		$282K Buy
8,443
+6,514
+338% +$219K ﹤0.01% 1912
2025
Q1 		$72K Sell
1,929
-497
-20% -$20.7K ﹤0.01% 2685
2024
Q4 		$108K Sell
2,426
-427
-15% -$19.9K ﹤0.01% 2235
2024
Q3 		$130K Buy
2,853
+567
+25% +$25.1K ﹤0.01% 2020
2024
Q2 		$98K Sell
2,286
-29,580
-93% -$1.25M ﹤0.01% 1989
2024
Q1 		$1.38M Buy
31,866
+29,900
+1,521% +$1.31M 0.01% 733
2023
Q4 		$90K Sell
1,966
-110
-5% -$4.32K ﹤0.01% 1823
2023
Q3 		$81K Buy
2,076
+422
+26% +$17.3K ﹤0.01% 1757
2023
Q2 		$66K Buy
1,654
+40
+2% +$1.55K ﹤0.01% 1804
2023
Q1 		$68K Sell
1,614
-36
-2% -$1.57K ﹤0.01% 1701
2022
Q4 		$66K Buy
1,650
+80
+5% +$3.12K ﹤0.01% 1580
2022
Q3 		$54K Buy
1,570
+516
+49% +$19.7K ﹤0.01% 1625
2022
Q2 		$37K Buy
1,054
+980
+1,324% +$34.3K ﹤0.01% 1767
2022
Q1 		$3K Buy
74
+12
+19% +$479 ﹤0.01% 3037
2021
Q4 		$3K Buy
+62
New +$2.47K ﹤0.01% 2984

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VPM
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VCM
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BBCM
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