Carson Wealth (CWM LLC)’s HighPeak Energy HPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
2,414
+2,276
| +1,649% | +$22.6K | ﹤0.01% | 3796 |
|
|
2025
Q1 | $2K | Sell |
138
-318
| -70% | -$4.61K | ﹤0.01% | 4752 |
|
|
2024
Q4 | $7K | Buy |
456
+284
| +165% | +$4.36K | ﹤0.01% | 4047 |
|
|
2024
Q3 | $2K | Buy |
172
+57
| +50% | +$663 | ﹤0.01% | 4395 |
|
|
2024
Q2 | $2K | Buy |
115
+32
| +39% | +$557 | ﹤0.01% | 4211 |
|
|
2024
Q1 | $1K | Sell |
83
-71
| -46% | -$855 | ﹤0.01% | 4138 |
|
|
2023
Q4 | $2K | Sell |
154
-18,105
| -99% | -$235K | ﹤0.01% | 3804 |
|
|
2023
Q3 | $308K | Buy |
18,259
+18,188
| +25,617% | +$307K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $1K | Buy |
71
+56
| +373% | +$789 | ﹤0.01% | 3962 |
|
|
2023
Q1 | $0 | Buy |
15
+14
| +1,400% | – | ﹤0.01% | 4161 |
|
|
2022
Q4 | $0 | Sell |
1
-181
| -99% | – | ﹤0.01% | 4077 |
|
|
2022
Q3 | $4K | Sell |
182
-10,611
| -98% | -$233K | ﹤0.01% | 3171 |
|
|
2022
Q2 | $277K | Buy |
+10,793
| New | +$277K | ﹤0.01% | 915 |
|