Carson Wealth (CWM LLC)’s Zeta Global ZETA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
6,654
+2,548
+62% +$39.4K ﹤0.01% 2695
2025
Q1
$56K Buy
4,106
+1,264
+44% +$17.2K ﹤0.01% 2891
2024
Q4
$51K Sell
2,842
-2,398
-46% -$43K ﹤0.01% 2789
2024
Q3
$156K Buy
5,240
+4,946
+1,682% +$147K ﹤0.01% 1895
2024
Q2
$5K Buy
294
+282
+2,350% +$4.8K ﹤0.01% 3916
2024
Q1
$0 Buy
+12
New ﹤0.01% 4800