Carson Wealth (CWM LLC)’s Huron Consulting HURN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55K Sell
398
-9
-2% -$1.24K ﹤0.01% 3202
2025
Q1
$58K Buy
407
+146
+56% +$20.8K ﹤0.01% 2848
2024
Q4
$32K Buy
261
+116
+80% +$14.2K ﹤0.01% 3124
2024
Q3
$16K Buy
145
+46
+46% +$5.08K ﹤0.01% 3508
2024
Q2
$10K Buy
99
+6
+6% +$606 ﹤0.01% 3542
2024
Q1
$9K Buy
93
+25
+37% +$2.42K ﹤0.01% 3396
2023
Q4
$7K Sell
68
-6
-8% -$618 ﹤0.01% 3344
2023
Q3
$8K Hold
74
﹤0.01% 3243
2023
Q2
$6K Sell
74
-9
-11% -$730 ﹤0.01% 3348
2023
Q1
$7K Hold
83
﹤0.01% 3140
2022
Q4
$6K Hold
83
﹤0.01% 3075
2022
Q3
$5K Hold
83
﹤0.01% 3067
2022
Q2
$5K Hold
83
﹤0.01% 2974
2022
Q1
$4K Hold
83
﹤0.01% 2922
2021
Q4
$4K Buy
+83
New +$4K ﹤0.01% 2828
2021
Q2
$4K Hold
83
﹤0.01% 2422
2021
Q1
$4K Hold
83
﹤0.01% 2422
2020
Q4
$4K Hold
83
﹤0.01% 2422
2020
Q3
$4K Hold
83
﹤0.01% 2422
2020
Q2
$4K Hold
83
﹤0.01% 2422
2020
Q1
$4K Hold
83
﹤0.01% 2422
2019
Q4
$4K Hold
83
﹤0.01% 2422
2019
Q3
$4K Hold
83
﹤0.01% 2422
2019
Q2
$4K Hold
83
﹤0.01% 2422
2019
Q1
$4K Buy
+83
New +$4K ﹤0.01% 2422