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
2026 Q1	$11.3M	Buy	103,062 +61,043	+145%	+$6.52M	0.03%	503
2025 Q4	$4.64M	Buy	42,019 +5,792	+16%	+$642K	0.01%	811
2025 Q3	$3.85M	Buy	36,227 +33,120	+1,066%	+$3.32M	0.01%	827
2025 Q2	$363K	Buy	3,107 +480	+18%	+$53.6K	﹤0.01%	1749
2025 Q1	$292K	Sell	2,627 -197	-7%	-$20.5K	﹤0.01%	1686
2024 Q4	$281K	Buy	2,824 +1,675	+146%	+$155K	﹤0.01%	1631
2024 Q3	$94K	Buy	1,149 +214	+23%	+$16.3K	﹤0.01%	2241
2024 Q2	$77K	Sell	935 -16	-2%	-$1.41K	﹤0.01%	2169
2024 Q1	$84K	Sell	951 -223	-19%	-$17.9K	﹤0.01%	1988
2023 Q4	$90K	Sell	1,174 -229	-16%	-$18.8K	﹤0.01%	1826
2023 Q3	$121K	Sell	1,403 -994	-41%	-$84.4K	﹤0.01%	1534
2023 Q2	$201K	Sell	2,397 -49	-2%	-$3.91K	﹤0.01%	1251
2023 Q1	$186K	Buy	2,446 +110	+5%	+$9.05K	﹤0.01%	1225
2022 Q4	$220K	Buy	2,336 +1,820	+353%	+$180K	﹤0.01%	1066
2022 Q3	$49K	Buy	516 +274	+113%	+$25.7K	﹤0.01%	1669
2022 Q2	$20K	Buy	242 +90	+59%	+$8.13K	﹤0.01%	2130
2022 Q1	$13K	Buy	152 +142	+1,420%	+$10.4K	﹤0.01%	2346
2021 Q4	$1K	Buy	+10	New	+$634	﹤0.01%	3411