Carson Wealth (CWM LLC)’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.59M | Buy |
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|
2025
Q2 | $2.66M | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $751K | Buy |
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|
2024
Q3 | $771K | Sell |
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|
2024
Q2 | $999K | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $107K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $23K | Hold |
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|
2013
Q3 | $25K | Buy |
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