Carson Wealth (CWM LLC)’s Permian Resources PR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
6,160
+53
| +0.9% | +$723 | ﹤0.01% | 2865 |
|
|
2025
Q1 | $85K | Sell |
6,107
-2,450
| -29% | -$34.1K | ﹤0.01% | 2560 |
|
|
2024
Q4 | $123K | Sell |
8,557
-125
| -1% | -$1.8K | ﹤0.01% | 2152 |
|
|
2024
Q3 | $118K | Buy |
8,682
+3,698
| +74% | +$50.3K | ﹤0.01% | 2100 |
|
|
2024
Q2 | $80K | Buy |
4,984
+389
| +8% | +$6.24K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $81K | Buy |
4,595
+2,053
| +81% | +$36.2K | ﹤0.01% | 2005 |
|
|
2023
Q4 | $35K | Buy |
2,542
+411
| +19% | +$5.66K | ﹤0.01% | 2395 |
|
|
2023
Q3 | $30K | Buy |
2,131
+10
| +0.5% | +$141 | ﹤0.01% | 2413 |
|
|
2023
Q2 | $23K | Buy |
2,121
+381
| +22% | +$4.13K | ﹤0.01% | 2547 |
|
|
2023
Q1 | $18K | Buy |
1,740
+111
| +7% | +$1.15K | ﹤0.01% | 2581 |
|
|
2022
Q4 | $15K | Buy |
1,629
+133
| +9% | +$1.23K | ﹤0.01% | 2569 |
|
|
2022
Q3 | $10K | Buy |
1,496
+618
| +70% | +$4.13K | ﹤0.01% | 2691 |
|
|
2022
Q2 | $5K | Buy |
878
+82
| +10% | +$467 | ﹤0.01% | 2997 |
|
|
2022
Q1 | $6K | Hold |
796
| – | – | ﹤0.01% | 2768 |
|
|
2021
Q4 | $5K | Buy |
+796
| New | +$5K | ﹤0.01% | 2738 |
|
|
2021
Q2 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2021
Q1 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2020
Q4 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2020
Q3 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2020
Q2 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2020
Q1 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q4 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q3 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q2 | $5K | Hold |
796
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q1 | $5K | Buy |
796
+741
| +1,347% | +$4.66K | ﹤0.01% | 2357 |
|
|
2018
Q4 | $1K | Sell |
55
-35
| -39% | -$636 | ﹤0.01% | 1959 |
|
|
2018
Q3 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 1548 |
|