Carson Wealth (CWM LLC)’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
3,476
-10,147
| -74% | -$712K | ﹤0.01% | 2003 |
|
|
2025
Q1 | $934K | Buy |
13,623
+8,864
| +186% | +$608K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $352K | Buy |
4,759
+2,349
| +97% | +$174K | ﹤0.01% | 1511 |
|
|
2024
Q3 | $154K | Sell |
2,410
-37
| -2% | -$2.36K | ﹤0.01% | 1908 |
|
|
2024
Q2 | $114K | Sell |
2,447
-441
| -15% | -$20.5K | ﹤0.01% | 1891 |
|
|
2024
Q1 | $141K | Sell |
2,888
-547
| -16% | -$26.7K | ﹤0.01% | 1683 |
|
|
2023
Q4 | $199K | Sell |
3,435
-687
| -17% | -$39.8K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $190K | Sell |
4,122
-1,541
| -27% | -$71K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $285K | Sell |
5,663
-2,238
| -28% | -$113K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $351K | Sell |
7,901
-878
| -10% | -$39K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $283K | Sell |
8,779
-6,316
| -42% | -$204K | ﹤0.01% | 975 |
|
|
2022
Q3 | $432K | Sell |
15,095
-1,412
| -9% | -$40.4K | ﹤0.01% | 791 |
|
|
2022
Q2 | $524K | Sell |
16,507
-721
| -4% | -$22.9K | ﹤0.01% | 718 |
|
|
2022
Q1 | $849K | Sell |
17,228
-1,363
| -7% | -$67.2K | 0.01% | 600 |
|
|
2021
Q4 | $1.19M | Buy |
+18,591
| New | +$1.19M | 0.01% | 544 |
|
|
2021
Q2 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2021
Q1 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2020
Q4 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2020
Q3 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2020
Q2 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2020
Q1 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2019
Q4 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2019
Q3 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2019
Q2 | $2.56M | Hold |
20,917
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $2.56M | Buy |
+20,917
| New | +$2.56M | 0.02% | 373 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | – | – | 2265 |
|
|
2018
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2013 |
|