Carson Wealth (CWM LLC)’s Robert Half RHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Sell |
116,476
-23,607
| -17% | -$625K | 0.01% | 1036 |
|
|
2025
Q4 | $3.81M | Sell |
140,083
-64,725
| -32% | -$1.85M | 0.01% | 886 |
|
|
2025
Q3 | $6.96M | Buy |
204,808
+73,099
| +56% | +$2.74M | 0.02% | 596 |
|
|
2025
Q2 | $5.41M | Buy |
131,709
+74,987
| +132% | +$3.42M | 0.02% | 560 |
|
|
2025
Q1 | $3.09M | Buy |
56,722
+15,416
| +37% | +$940K | 0.01% | 671 |
|
|
2024
Q4 | $2.91M | Buy |
41,306
+4,919
| +14% | +$351K | 0.01% | 643 |
|
|
2024
Q3 | $2.45M | Buy |
36,387
+20,574
| +130% | +$1.3M | 0.01% | 638 |
|
|
2024
Q2 | $1.01M | Buy |
15,813
+6,927
| +78% | +$475K | ﹤0.01% | 879 |
|
|
2024
Q1 | $704K | Buy |
8,886
+3,070
| +53% | +$247K | ﹤0.01% | 997 |
|
|
2023
Q4 | $511K | Sell |
5,816
-66
| -1% | -$5.25K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $431K | Buy |
5,882
+774
| +15% | +$58.7K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $384K | Buy |
5,108
+263
| +5% | +$18.8K | ﹤0.01% | 1030 |
|
|
2023
Q1 | $390K | Buy |
4,845
+353
| +8% | +$28K | ﹤0.01% | 967 |
|
|
2022
Q4 | $332K | Sell |
4,492
-468
| -9% | -$35.7K | ﹤0.01% | 923 |
|
|
2022
Q3 | $379K | Buy |
4,960
+591
| +14% | +$46.2K | ﹤0.01% | 830 |
|
|
2022
Q2 | $327K | Buy |
4,369
+424
| +11% | +$40.2K | ﹤0.01% | 865 |
|
|
2022
Q1 | $450K | Buy |
3,945
+1,143
| +41% | +$132K | ﹤0.01% | 760 |
|
|
2021
Q4 | $313K | Buy |
+2,802
| New | +$312K | ﹤0.01% | 856 |
|
|
2021
Q2 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q1 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q4 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q3 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q2 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q1 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q4 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q3 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q2 | $107K | Hold |
1,207
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q1 | $107K | Buy |
1,207
+1,168
| +2,995% | +$74.1K | ﹤0.01% | 1111 |
|
|
2018
Q4 | $2K | Sell |
39
-5
| -11% | -$307 | ﹤0.01% | 1788 |
|
|
2018
Q3 | $3K | Buy |
+44
| New | +$3.22K | ﹤0.01% | 1475 |
|
|
2017
Q4 | – | Sell |
-11
| Closed | -$1K | – | 1558 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$508 | ﹤0.01% | 1408 |
|
|
2017
Q2 | – | Sell |
-493
| Closed | -$24K | – | 1288 |
|
|
2017
Q1 | $24K | Buy |
+493
| New | +$23.8K | ﹤0.01% | 574 |
|
Other funds holding RHI
OAG
VPM
VCM
Carson Wealth (CWM LLC)'s RHI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Robert Half (RHI) stake by 17% in Q1 2026, selling an estimated $625K and leaving 116,476 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1036.
Carson Wealth (CWM LLC) first reported a position in RHI in Q1 2017 and has held it in 32 quarters since. The position peaked at $6.96M in Q3 2025. 419 funds tracked by Wall St. Rank hold RHI as of Q1 2026.
- Carson Wealth (CWM LLC) held 116,476 shares of Robert Half worth $2.96M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 23,607 Robert Half shares in Q1 2026, an estimated $625K.
- Robert Half made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1036 holding.
- Carson Wealth (CWM LLC) first reported a position in Robert Half in Q1 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Robert Half position peaked at $6.96M in Q3 2025.
- 419 funds tracked by Wall St. Rank held Robert Half as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.