Carson Wealth (CWM LLC)’s Liberty Energy LBRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Buy
2025
Q2
$371K Buy
2025
Q1
$34K Sell
2024
Q4
$99K Sell
2024
Q3
$186K Buy
2024
Q2
$130K Buy
2024
Q1
$90K Buy
2023
Q4
$75K Buy
2023
Q3
$59K Buy
2023
Q2
$27K Buy
2023
Q1
$9K Buy
2022
Q4
$7K Buy
2022
Q3
$1K Buy
2022
Q2
$0 Sell
2022
Q1
$0 Buy