Carson Wealth (CWM LLC)’s Zillow ZG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
115,557
-2,523
| -2% | -$173K | 0.03% | 450 |
|
|
2025
Q1 | $7.9M | Buy |
118,080
+13,329
| +13% | +$891K | 0.03% | 404 |
|
|
2024
Q4 | $7.42M | Buy |
104,751
+70,493
| +206% | +$4.99M | 0.03% | 384 |
|
|
2024
Q3 | $2.12M | Buy |
34,258
+5,377
| +19% | +$333K | 0.01% | 677 |
|
|
2024
Q2 | $1.3M | Sell |
28,881
-7,654
| -21% | -$345K | 0.01% | 776 |
|
|
2024
Q1 | $1.75M | Sell |
36,535
-9,604
| -21% | -$460K | 0.01% | 660 |
|
|
2023
Q4 | $2.62M | Buy |
46,139
+44,917
| +3,676% | +$2.55M | 0.01% | 527 |
|
|
2023
Q3 | $55K | Buy |
1,222
+611
| +100% | +$27.5K | ﹤0.01% | 2004 |
|
|
2023
Q2 | $30K | Buy |
611
+79
| +15% | +$3.88K | ﹤0.01% | 2376 |
|
|
2023
Q1 | $23K | Sell |
532
-17
| -3% | -$735 | ﹤0.01% | 2416 |
|
|
2022
Q4 | $17K | Buy |
549
+245
| +81% | +$7.59K | ﹤0.01% | 2489 |
|
|
2022
Q3 | $9K | Buy |
304
+107
| +54% | +$3.17K | ﹤0.01% | 2772 |
|
|
2022
Q2 | $6K | Buy |
197
+28
| +17% | +$853 | ﹤0.01% | 2927 |
|
|
2022
Q1 | $8K | Buy |
169
+116
| +219% | +$5.49K | ﹤0.01% | 2645 |
|
|
2021
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 3042 |
|
|
2021
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2021
Q1 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2020
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2020
Q3 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2020
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2020
Q1 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2019
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2019
Q3 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2019
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1593 |
|
|
2019
Q1 | $32K | Buy |
+265
| New | +$32K | ﹤0.01% | 1593 |
|