Carson Wealth (CWM LLC)’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Sell |
1,646
-130
| -7% | -$2.29K | ﹤0.01% | 3679 |
|
|
2025
Q1 | $35K | Sell |
1,776
-667
| -27% | -$13.1K | ﹤0.01% | 3270 |
|
|
2024
Q4 | $48K | Buy |
2,443
+888
| +57% | +$17.4K | ﹤0.01% | 2840 |
|
|
2024
Q3 | $39K | Buy |
1,555
+164
| +12% | +$4.11K | ﹤0.01% | 2892 |
|
|
2024
Q2 | $29K | Buy |
1,391
+314
| +29% | +$6.55K | ﹤0.01% | 2874 |
|
|
2024
Q1 | $23K | Buy |
1,077
+929
| +628% | +$19.8K | ﹤0.01% | 2810 |
|
|
2023
Q4 | $3K | Sell |
148
-475
| -76% | -$9.63K | ﹤0.01% | 3752 |
|
|
2023
Q3 | $15K | Buy |
623
+69
| +12% | +$1.66K | ﹤0.01% | 2899 |
|
|
2023
Q2 | $14K | Buy |
554
+36
| +7% | +$910 | ﹤0.01% | 2891 |
|
|
2023
Q1 | $15K | Buy |
518
+341
| +193% | +$9.88K | ﹤0.01% | 2719 |
|
|
2022
Q4 | $5K | Sell |
177
-662
| -79% | -$18.7K | ﹤0.01% | 3236 |
|
|
2022
Q3 | $20K | Buy |
839
+221
| +36% | +$5.27K | ﹤0.01% | 2236 |
|
|
2022
Q2 | $17K | Sell |
618
-97
| -14% | -$2.67K | ﹤0.01% | 2237 |
|
|
2022
Q1 | $18K | Buy |
715
+276
| +63% | +$6.95K | ﹤0.01% | 2151 |
|
|
2021
Q4 | $12K | Buy |
+439
| New | +$12K | ﹤0.01% | 2265 |
|
|
2021
Q2 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2021
Q1 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q4 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q3 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q2 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q1 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q4 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q3 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q2 | $10K | Hold |
324
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q1 | $10K | Buy |
+324
| New | +$10K | ﹤0.01% | 2120 |
|