Carson Wealth (CWM LLC)’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
130,455
+16,258
| +14% | +$858K | 0.01% | 787 |
|
|
2025
Q4 | $7.79M | Sell |
114,197
-1,140
| -1% | -$80.2K | 0.02% | 604 |
|
|
2025
Q3 | $8.59M | Sell |
115,337
-220
| -0.2% | -$17.3K | 0.03% | 518 |
|
|
2025
Q2 | $7.92M | Sell |
115,557
-2,523
| -2% | -$167K | 0.03% | 450 |
|
|
2025
Q1 | $7.89M | Buy |
118,080
+13,329
| +13% | +$985K | 0.03% | 404 |
|
|
2024
Q4 | $7.42M | Buy |
104,751
+70,493
| +206% | +$4.86M | 0.03% | 384 |
|
|
2024
Q3 | $2.12M | Buy |
34,258
+5,377
| +19% | +$280K | 0.01% | 678 |
|
|
2024
Q2 | $1.3M | Sell |
28,881
-7,654
| -21% | -$330K | 0.01% | 777 |
|
|
2024
Q1 | $1.75M | Sell |
36,535
-9,604
| -21% | -$508K | 0.01% | 661 |
|
|
2023
Q4 | $2.62M | Buy |
46,139
+44,917
| +3,676% | +$1.92M | 0.01% | 528 |
|
|
2023
Q3 | $55K | Buy |
1,222
+611
| +100% | +$30.7K | ﹤0.01% | 2005 |
|
|
2023
Q2 | $30K | Buy |
611
+79
| +15% | +$3.56K | ﹤0.01% | 2379 |
|
|
2023
Q1 | $23K | Sell |
532
-17
| -3% | -$707 | ﹤0.01% | 2418 |
|
|
2022
Q4 | $17K | Buy |
549
+245
| +81% | +$8.02K | ﹤0.01% | 2491 |
|
|
2022
Q3 | $9K | Buy |
304
+107
| +54% | +$3.73K | ﹤0.01% | 2775 |
|
|
2022
Q2 | $6K | Buy |
197
+28
| +17% | +$1.11K | ﹤0.01% | 2931 |
|
|
2022
Q1 | $8K | Buy |
169
+116
| +219% | +$6.13K | ﹤0.01% | 2651 |
|
|
2021
Q4 | $3K | Buy |
+53
| New | +$3.81K | ﹤0.01% | 3053 |
|
|
2021
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q1 | $32K | Hold |
265
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q3 | $32K | Hold |
265
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q1 | $32K | Hold |
265
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q3 | $32K | Hold |
265
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q2 | $32K | Hold |
265
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q1 | $32K | Buy |
+265
| New | +$9.37K | ﹤0.01% | 1594 |
|
Other funds holding ZG
CIA
VPM
IFP
VCM
