Carson Wealth (CWM LLC)’s ChampionX CHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
37,240
+21,798
| +141% | +$541K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $460K | Buy |
15,442
+8,570
| +125% | +$255K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $187K | Buy |
6,872
+916
| +15% | +$24.9K | ﹤0.01% | 1862 |
|
|
2024
Q3 | $180K | Buy |
5,956
+288
| +5% | +$8.7K | ﹤0.01% | 1810 |
|
|
2024
Q2 | $188K | Sell |
5,668
-88,723
| -94% | -$2.94M | ﹤0.01% | 1618 |
|
|
2024
Q1 | $3.39M | Sell |
94,391
-26,210
| -22% | -$941K | 0.02% | 500 |
|
|
2023
Q4 | $3.52M | Sell |
120,601
-7,184
| -6% | -$210K | 0.02% | 459 |
|
|
2023
Q3 | $4.55M | Sell |
127,785
-4,652
| -4% | -$166K | 0.03% | 377 |
|
|
2023
Q2 | $4.11M | Sell |
132,437
-4,384
| -3% | -$136K | 0.03% | 379 |
|
|
2023
Q1 | $3.71M | Sell |
136,821
-6,776
| -5% | -$184K | 0.03% | 378 |
|
|
2022
Q4 | $4.16M | Sell |
143,597
-24,112
| -14% | -$699K | 0.03% | 330 |
|
|
2022
Q3 | $3.28M | Buy |
167,709
+166,960
| +22,291% | +$3.27M | 0.03% | 347 |
|
|
2022
Q2 | $15K | Hold |
749
| – | – | ﹤0.01% | 2300 |
|
|
2022
Q1 | $18K | Buy |
749
+199
| +36% | +$4.78K | ﹤0.01% | 2131 |
|
|
2021
Q4 | $11K | Buy |
+550
| New | +$11K | ﹤0.01% | 2285 |
|
|
2021
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q1 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q4 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q3 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q1 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2019
Q4 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2019
Q3 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2019
Q2 | $15K | Hold |
569
| – | – | ﹤0.01% | 1913 |
|
|
2019
Q1 | $15K | Buy |
569
+518
| +1,016% | +$13.7K | ﹤0.01% | 1913 |
|
|
2018
Q4 | $1K | Buy |
51
+20
| +65% | +$392 | ﹤0.01% | 1853 |
|
|
2018
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1624 |
|
|
2018
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1488 |
|