Carson Wealth (CWM LLC)’s ZipRecruiter ZIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
12,387
+2,786
| +29% | +$13.9K | ﹤0.01% | 3109 |
|
|
2025
Q1 | $57K | Buy |
9,601
+8,793
| +1,088% | +$52.2K | ﹤0.01% | 2878 |
|
|
2024
Q4 | $6K | Sell |
808
-451
| -36% | -$3.35K | ﹤0.01% | 4158 |
|
|
2024
Q3 | $12K | Buy |
1,259
+64
| +5% | +$610 | ﹤0.01% | 3709 |
|
|
2024
Q2 | $11K | Buy |
1,195
+342
| +40% | +$3.15K | ﹤0.01% | 3512 |
|
|
2024
Q1 | $10K | Buy |
+853
| New | +$10K | ﹤0.01% | 3365 |
|
|
2023
Q4 | – | Sell |
-108
| Closed | -$1K | – | 4559 |
|
|
2023
Q3 | $1K | Sell |
108
-57
| -35% | -$528 | ﹤0.01% | 4104 |
|
|
2023
Q2 | $3K | Hold |
165
| – | – | ﹤0.01% | 3713 |
|
|
2023
Q1 | $3K | Sell |
165
-109
| -40% | -$1.98K | ﹤0.01% | 3579 |
|
|
2022
Q4 | $4K | Buy |
+274
| New | +$4K | ﹤0.01% | 3345 |
|
|
2022
Q1 | – | Sell |
-315
| Closed | -$8K | – | 3885 |
|
|
2021
Q4 | $8K | Buy |
+315
| New | +$8K | ﹤0.01% | 2499 |
|