Carson Wealth (CWM LLC)’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
6,004
-10,370
| -63% | -$17.3K | ﹤0.01% | 4316 |
|
|
2025
Q1 | $25K | Buy |
16,374
+7,695
| +89% | +$11.7K | ﹤0.01% | 3520 |
|
|
2024
Q4 | $14K | Sell |
8,679
-1,719
| -17% | -$2.77K | ﹤0.01% | 3692 |
|
|
2024
Q3 | $22K | Buy |
10,398
+7,454
| +253% | +$15.8K | ﹤0.01% | 3304 |
|
|
2024
Q2 | $6K | Buy |
2,944
+2,407
| +448% | +$4.91K | ﹤0.01% | 3817 |
|
|
2024
Q1 | $1K | Buy |
537
+140
| +35% | +$261 | ﹤0.01% | 4237 |
|
|
2023
Q4 | $1K | Buy |
397
+214
| +117% | +$539 | ﹤0.01% | 4061 |
|
|
2023
Q3 | $1K | Sell |
183
-92
| -33% | -$503 | ﹤0.01% | 4100 |
|
|
2023
Q2 | $1K | Sell |
275
-158
| -36% | -$575 | ﹤0.01% | 4086 |
|
|
2023
Q1 | $2K | Sell |
433
-228
| -34% | -$1.05K | ﹤0.01% | 3711 |
|
|
2022
Q4 | $4K | Buy |
661
+228
| +53% | +$1.38K | ﹤0.01% | 3342 |
|
|
2022
Q3 | $3K | Buy |
433
+158
| +57% | +$1.1K | ﹤0.01% | 3376 |
|
|
2022
Q2 | $1K | Buy |
275
+35
| +15% | +$127 | ﹤0.01% | 3658 |
|
|
2022
Q1 | $1K | Buy |
+240
| New | +$1K | ﹤0.01% | 3422 |
|