Carson Wealth (CWM LLC)’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
121,406
+40,133
| +49% | +$3.13M | 0.03% | 402 |
|
|
2025
Q1 | $6M | Buy |
81,273
+4,560
| +6% | +$336K | 0.02% | 473 |
|
|
2024
Q4 | $6.26M | Buy |
76,713
+13,796
| +22% | +$1.13M | 0.03% | 425 |
|
|
2024
Q3 | $4.39M | Buy |
62,917
+54,613
| +658% | +$3.81M | 0.02% | 468 |
|
|
2024
Q2 | $492K | Buy |
8,304
+471
| +6% | +$27.9K | ﹤0.01% | 1202 |
|
|
2024
Q1 | $512K | Buy |
7,833
+5,623
| +254% | +$368K | ﹤0.01% | 1130 |
|
|
2023
Q4 | $159K | Sell |
2,210
-765
| -26% | -$55K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $208K | Buy |
2,975
+1,459
| +96% | +$102K | ﹤0.01% | 1302 |
|
|
2023
Q2 | $103K | Sell |
1,516
-779
| -34% | -$52.9K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $169K | Buy |
2,295
+445
| +24% | +$32.8K | ﹤0.01% | 1266 |
|
|
2022
Q4 | $125K | Buy |
1,850
+374
| +25% | +$25.3K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $109K | Sell |
1,476
-1,003
| -40% | -$74.1K | ﹤0.01% | 1301 |
|
|
2022
Q2 | $268K | Buy |
2,479
+838
| +51% | +$90.6K | ﹤0.01% | 929 |
|
|
2022
Q1 | $192K | Buy |
1,641
+374
| +30% | +$43.8K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $233K | Buy |
+1,267
| New | +$233K | ﹤0.01% | 961 |
|
|
2021
Q2 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2021
Q1 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2020
Q3 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2020
Q2 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2020
Q1 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2019
Q3 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2019
Q2 | $1.83M | Hold |
4,730
| – | – | 0.01% | 455 |
|
|
2019
Q1 | $1.83M | Buy |
+4,730
| New | +$1.83M | 0.01% | 455 |
|