Carson Wealth (CWM LLC)’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
32,350
+30,208
| +1,410% | +$346K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $34K | Sell |
2,142
-2,844
| -57% | -$45.1K | ﹤0.01% | 3287 |
|
|
2024
Q4 | $99K | Sell |
4,986
-4,736
| -49% | -$94K | ﹤0.01% | 2288 |
|
|
2024
Q3 | $186K | Buy |
9,722
+3,509
| +56% | +$67.1K | ﹤0.01% | 1791 |
|
|
2024
Q2 | $130K | Buy |
6,213
+1,876
| +43% | +$39.3K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $90K | Buy |
4,337
+196
| +5% | +$4.07K | ﹤0.01% | 1937 |
|
|
2023
Q4 | $75K | Buy |
4,141
+975
| +31% | +$17.7K | ﹤0.01% | 1925 |
|
|
2023
Q3 | $59K | Buy |
3,166
+1,183
| +60% | +$22K | ﹤0.01% | 1966 |
|
|
2023
Q2 | $27K | Buy |
1,983
+1,254
| +172% | +$17.1K | ﹤0.01% | 2431 |
|
|
2023
Q1 | $9K | Buy |
729
+308
| +73% | +$3.8K | ﹤0.01% | 3017 |
|
|
2022
Q4 | $7K | Buy |
421
+313
| +290% | +$5.2K | ﹤0.01% | 3008 |
|
|
2022
Q3 | $1K | Buy |
108
+98
| +980% | +$907 | ﹤0.01% | 3674 |
|
|
2022
Q2 | $0 | Sell |
10
-2
| -17% | – | ﹤0.01% | 3939 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 3689 |
|