Carson Wealth (CWM LLC)’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
27,484
+19,732
| +255% | +$1.91M | 0.01% | 842 |
|
|
2025
Q1 | $874K | Buy |
7,752
+1,331
| +21% | +$150K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $751K | Buy |
6,421
+497
| +8% | +$58.1K | ﹤0.01% | 1220 |
|
|
2024
Q3 | $771K | Sell |
5,924
-31
| -0.5% | -$4.04K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $999K | Sell |
5,955
-721
| -11% | -$121K | ﹤0.01% | 883 |
|
|
2024
Q1 | $1.19M | Sell |
6,676
-491
| -7% | -$87.5K | 0.01% | 792 |
|
|
2023
Q4 | $1.19M | Sell |
7,167
-544
| -7% | -$90.4K | 0.01% | 728 |
|
|
2023
Q3 | $1.25M | Buy |
7,711
+6,349
| +466% | +$1.03M | 0.01% | 661 |
|
|
2023
Q2 | $210K | Buy |
1,362
+62
| +5% | +$9.56K | ﹤0.01% | 1227 |
|
|
2023
Q1 | $175K | Buy |
1,300
+65
| +5% | +$8.75K | ﹤0.01% | 1248 |
|
|
2022
Q4 | $169K | Sell |
1,235
-522
| -30% | -$71.4K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $240K | Buy |
1,757
+944
| +116% | +$129K | ﹤0.01% | 979 |
|
|
2022
Q2 | $99K | Sell |
813
-3
| -0.4% | -$365 | ﹤0.01% | 1313 |
|
|
2022
Q1 | $119K | Sell |
816
-31
| -4% | -$4.52K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $107K | Buy |
+847
| New | +$107K | ﹤0.01% | 1264 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$5K | – | 1187 |
|
|
2016
Q4 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 844 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$1K | – | 689 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 600 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$23K | – | 196 |
|
|
2013
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $25K | Buy |
+500
| New | +$25K | 0.01% | 244 |
|