Carson Wealth (CWM LLC)’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $934K | Buy |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $114K | Sell |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $199K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q2 | $2.56M | Hold |
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|
2021
Q1 | $2.56M | Hold |
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|
2020
Q4 | $2.56M | Hold |
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|
2020
Q3 | $2.56M | Hold |
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|
2020
Q2 | $2.56M | Hold |
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|
2020
Q1 | $2.56M | Hold |
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|
2019
Q4 | $2.56M | Hold |
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|
2019
Q3 | $2.56M | Hold |
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|
2019
Q2 | $2.56M | Hold |
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|
2019
Q1 | $2.56M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $0 | Buy |
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