Carson Wealth (CWM LLC)’s Expand Energy Corp EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.85M | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $94K | Buy |
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|
2024
Q2 | $77K | Sell |
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|
2024
Q1 | $84K | Sell |
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|
2023
Q4 | $90K | Sell |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $1K | Buy |
|