Carson Wealth (CWM LLC)’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
26,947
+16,248
| +152% | +$101K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $89K | Buy |
10,699
+4,688
| +78% | +$39K | ﹤0.01% | 2512 |
|
|
2024
Q4 | $56K | Sell |
6,011
-1,093
| -15% | -$10.2K | ﹤0.01% | 2712 |
|
|
2024
Q3 | $79K | Sell |
7,104
-1,939
| -21% | -$21.6K | ﹤0.01% | 2350 |
|
|
2024
Q2 | $108K | Buy |
9,043
+850
| +10% | +$10.2K | ﹤0.01% | 1923 |
|
|
2024
Q1 | $89K | Sell |
8,193
-177
| -2% | -$1.92K | ﹤0.01% | 1947 |
|
|
2023
Q4 | $86K | Sell |
8,370
-358
| -4% | -$3.68K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $97K | Sell |
8,728
-166
| -2% | -$1.85K | ﹤0.01% | 1643 |
|
|
2023
Q2 | $66K | Sell |
8,894
-106
| -1% | -$787 | ﹤0.01% | 1801 |
|
|
2023
Q1 | $70K | Sell |
9,000
-843
| -9% | -$6.56K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $73K | Sell |
9,843
-157
| -2% | -$1.16K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $39K | Buy |
10,000
+7,453
| +293% | +$29.1K | ﹤0.01% | 1786 |
|
|
2022
Q2 | $8K | Buy |
2,547
+258
| +11% | +$810 | ﹤0.01% | 2698 |
|
|
2022
Q1 | $11K | Hold |
2,289
| – | – | ﹤0.01% | 2415 |
|
|
2021
Q4 | $7K | Buy |
+2,289
| New | +$7K | ﹤0.01% | 2542 |
|
|
2021
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q1 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q4 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q3 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q1 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q4 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q3 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q1 | $13K | Buy |
2,200
+1,200
| +120% | +$7.09K | ﹤0.01% | 1984 |
|
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1518 |
|
|
2018
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1146 |
|
|
2018
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1063 |
|
|
2018
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 966 |
|
|
2017
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 939 |
|
|
2017
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 989 |
|
|
2017
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 856 |
|
|
2017
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 794 |
|
|
2016
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 747 |
|
|
2016
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 741 |
|
|
2016
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 588 |
|
|
2016
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2015
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 516 |
|
|
2015
Q3 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 496 |
|