Annis Gardner Whiting Capital Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,700
| Closed | -$422K | – | 837 |
|
|
2024
Q4 | $422K | Hold |
5,700
| – | – | 0.12% | 144 |
|
|
2024
Q3 | $364K | Hold |
5,700
| – | – | 0.1% | 161 |
|
|
2024
Q2 | $264K | Sell |
5,700
-30
| -0.5% | -$1.39K | 0.08% | 189 |
|
|
2024
Q1 | $279K | Hold |
5,730
| – | – | 0.1% | 156 |
|
|
2023
Q4 | $332K | Buy |
5,730
+680
| +13% | +$39.3K | 0.15% | 113 |
|
|
2023
Q3 | $233K | Buy |
+5,050
| New | +$233K | 0.12% | 126 |
|