Carson Wealth (CWM LLC)’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
13,869
+13,200
| +1,973% | +$400K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $25K | Sell |
669
-177
| -21% | -$6.61K | ﹤0.01% | 3521 |
|
|
2024
Q4 | $46K | Buy |
846
+60
| +8% | +$3.26K | ﹤0.01% | 2869 |
|
|
2024
Q3 | $38K | Buy |
786
+246
| +46% | +$11.9K | ﹤0.01% | 2920 |
|
|
2024
Q2 | $30K | Buy |
540
+150
| +38% | +$8.33K | ﹤0.01% | 2841 |
|
|
2024
Q1 | $25K | Sell |
390
-14
| -3% | -$897 | ﹤0.01% | 2764 |
|
|
2023
Q4 | $27K | Sell |
404
-105
| -21% | -$7.02K | ﹤0.01% | 2581 |
|
|
2023
Q3 | $32K | Buy |
509
+103
| +25% | +$6.48K | ﹤0.01% | 2373 |
|
|
2023
Q2 | $28K | Buy |
406
+127
| +46% | +$8.76K | ﹤0.01% | 2421 |
|
|
2023
Q1 | $22K | Sell |
279
-3
| -1% | -$237 | ﹤0.01% | 2450 |
|
|
2022
Q4 | $22K | Buy |
282
+21
| +8% | +$1.64K | ﹤0.01% | 2308 |
|
|
2022
Q3 | $18K | Buy |
261
+116
| +80% | +$8K | ﹤0.01% | 2311 |
|
|
2022
Q2 | $11K | Buy |
145
+128
| +753% | +$9.71K | ﹤0.01% | 2538 |
|
|
2022
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 3237 |
|
|
2021
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 3189 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2691 |
|
|
2019
Q1 | $2K | Sell |
20
-119
| -86% | -$11.9K | ﹤0.01% | 2691 |
|
|
2018
Q4 | $8K | Sell |
139
-89
| -39% | -$5.12K | ﹤0.01% | 1415 |
|
|
2018
Q3 | $16K | Buy |
228
+32
| +16% | +$2.25K | ﹤0.01% | 1021 |
|
|
2018
Q2 | $15K | Buy |
+196
| New | +$15K | ﹤0.01% | 897 |
|