Carson Wealth (CWM LLC)’s LegalZoom.com LZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
89,293
+37,498
| +72% | +$334K | ﹤0.01% | 1371 |
|
|
2025
Q1 | $446K | Buy |
51,795
+44,484
| +608% | +$383K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $55K | Buy |
7,311
+3,969
| +119% | +$29.9K | ﹤0.01% | 2729 |
|
|
2024
Q3 | $21K | Buy |
3,342
+853
| +34% | +$5.36K | ﹤0.01% | 3323 |
|
|
2024
Q2 | $21K | Buy |
2,489
+2,064
| +486% | +$17.4K | ﹤0.01% | 3079 |
|
|
2024
Q1 | $6K | Buy |
425
+87
| +26% | +$1.23K | ﹤0.01% | 3587 |
|
|
2023
Q4 | $4K | Buy |
338
+175
| +107% | +$2.07K | ﹤0.01% | 3607 |
|
|
2023
Q3 | $2K | Sell |
163
-54
| -25% | -$663 | ﹤0.01% | 3824 |
|
|
2023
Q2 | $3K | Hold |
217
| – | – | ﹤0.01% | 3653 |
|
|
2023
Q1 | $2K | Sell |
217
-183
| -46% | -$1.69K | ﹤0.01% | 3663 |
|
|
2022
Q4 | $3K | Buy |
400
+363
| +981% | +$2.72K | ﹤0.01% | 3426 |
|
|
2022
Q3 | $0 | Buy |
+37
| New | – | ﹤0.01% | 4057 |
|