AWM
Accurate Wealth Management’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
35,892
+5,912
| +20% | +$467K | 0.43% | 52 |
|
|
2025
Q1 | $1.83M | Buy |
29,980
+1,323
| +5% | +$80.9K | 0.35% | 73 |
|
|
2024
Q4 | $2.04M | Buy |
28,657
+5,841
| +26% | +$416K | 0.39% | 67 |
|
|
2024
Q3 | $1.45M | Buy |
22,816
+4,325
| +23% | +$274K | 0.29% | 89 |
|
|
2024
Q2 | $955K | Buy |
18,491
+5,670
| +44% | +$293K | 0.23% | 91 |
|
|
2024
Q1 | $536K | Buy |
+12,821
| New | +$536K | 0.16% | 142 |
|