Carson Wealth (CWM LLC)’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.8K | Sell |
9,590
-1,245
| -11% | -$10.6K | ﹤0.01% | 3319 |
|
|
2025
Q4 | $68K | Sell |
10,835
-673
| -6% | -$4.47K | ﹤0.01% | 3376 |
|
|
2025
Q3 | $75K | Sell |
11,508
-15,439
| -57% | -$97.2K | ﹤0.01% | 3203 |
|
|
2025
Q2 | $168K | Buy |
26,947
+16,248
| +152% | +$108K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $89K | Buy |
10,699
+4,688
| +78% | +$39.5K | ﹤0.01% | 2514 |
|
|
2024
Q4 | $56K | Sell |
6,011
-1,093
| -15% | -$11K | ﹤0.01% | 2714 |
|
|
2024
Q3 | $79K | Sell |
7,104
-1,939
| -21% | -$21.3K | ﹤0.01% | 2352 |
|
|
2024
Q2 | $108K | Buy |
9,043
+850
| +10% | +$9.48K | ﹤0.01% | 1925 |
|
|
2024
Q1 | $89K | Sell |
8,193
-177
| -2% | -$1.72K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $86K | Sell |
8,370
-358
| -4% | -$3.56K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $97K | Sell |
8,728
-166
| -2% | -$1.6K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $66K | Sell |
8,894
-106
| -1% | -$754 | ﹤0.01% | 1803 |
|
|
2023
Q1 | $70K | Sell |
9,000
-843
| -9% | -$6.59K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $73K | Sell |
9,843
-157
| -2% | -$943 | ﹤0.01% | 1522 |
|
|
2022
Q3 | $39K | Buy |
10,000
+7,453
| +293% | +$28.3K | ﹤0.01% | 1788 |
|
|
2022
Q2 | $8K | Buy |
2,547
+258
| +11% | +$1.12K | ﹤0.01% | 2702 |
|
|
2022
Q1 | $11K | Hold |
2,289
| – | – | ﹤0.01% | 2419 |
|
|
2021
Q4 | $7K | Buy |
+2,289
| New | +$8.44K | ﹤0.01% | 2550 |
|
|
2021
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q1 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1988 |
|
|
2020
Q4 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1988 |
|
|
2020
Q3 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1988 |
|
|
2020
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1987 |
|
|
2020
Q1 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q4 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q3 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q2 | $13K | Hold |
2,200
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q1 | $13K | Buy |
2,200
+1,200
| +120% | +$8.6K | ﹤0.01% | 1987 |
|
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1524 |
|
|
2018
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 967 |
|
|
2017
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 940 |
|
|
2017
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 990 |
|
|
2017
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 857 |
|
|
2017
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 795 |
|
|
2016
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 748 |
|
|
2016
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 742 |
|
|
2016
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 589 |
|
|
2016
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 581 |
|
|
2015
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 517 |
|
|
2015
Q3 | $5K | Buy |
+1,000
| New | +$7.97K | ﹤0.01% | 498 |
|
Other funds holding HLX
VPM
VCM
