Annis Gardner Whiting Capital Advisors’s Zillow Z Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio Z Stock Details Z Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$447K	Buy
2025 Q1	–	Sell
2024 Q4	$422K	Hold
2024 Q3	$364K	Hold
2024 Q2	$264K	Sell
2024 Q1	$279K	Hold
2023 Q4	$332K	Buy
2023 Q3	$233K	Buy