Carson Wealth (CWM LLC)’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.7M | Buy |
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|
2025
Q2 | $9.47M | Buy |
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|
2025
Q1 | $6M | Buy |
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|
2024
Q4 | $6.26M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $109K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $192K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q2 | $1.83M | Hold |
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|
2021
Q1 | $1.83M | Hold |
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|
2020
Q4 | $1.83M | Hold |
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|
2020
Q3 | $1.83M | Hold |
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|
2020
Q2 | $1.83M | Hold |
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|
2020
Q1 | $1.83M | Hold |
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|
2019
Q4 | $1.83M | Hold |
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|
2019
Q3 | $1.83M | Hold |
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|
2019
Q2 | $1.83M | Hold |
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|
2019
Q1 | $1.83M | Buy |
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