Arkadios Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.24M | Buy |
54,209
+17,408
| +47% | +$926K | 0.04% | 469 |
|
|
2025
Q4 | $2.51M | Sell |
36,801
-3,054
| -8% | -$221K | 0.05% | 383 |
|
|
2025
Q3 | $3.07M | Sell |
39,855
-1,881
| -5% | -$154K | 0.08% | 287 |
|
|
2025
Q2 | $2.92M | Buy |
41,736
+1,588
| +4% | +$107K | 0.09% | 252 |
|
|
2025
Q1 | $2.75M | Sell |
40,148
-8,894
| -18% | -$680K | 0.1% | 225 |
|
|
2024
Q4 | $3.63M | Buy |
49,042
+7,612
| +18% | +$544K | 0.2% | 106 |
|
|
2024
Q3 | $2.65M | Buy |
41,430
+198
| +0.5% | +$10.6K | 0.15% | 142 |
|
|
2024
Q2 | $1.91M | Buy |
41,232
+4,984
| +14% | +$219K | 0.13% | 170 |
|
|
2024
Q1 | $1.77M | Sell |
36,248
-933
| -3% | -$50.8K | 0.14% | 161 |
|
|
2023
Q4 | $2.15M | Buy |
37,181
+3,077
| +9% | +$136K | 0.18% | 123 |
|
|
2023
Q3 | $1.57M | Sell |
34,104
-2,298
| -6% | -$118K | 0.15% | 152 |
|
|
2023
Q2 | $1.83M | Sell |
36,402
-12,091
| -25% | -$556K | 0.21% | 118 |
|
|
2023
Q1 | $2.16M | Sell |
48,493
-1,760
| -4% | -$74.8K | 0.26% | 105 |
|
|
2022
Q4 | $1.62M | Buy |
50,253
+2,571
| +5% | +$85.2K | 0.21% | 118 |
|
|
2022
Q3 | $1.36M | Buy |
47,682
+11,084
| +30% | +$385K | 0.21% | 128 |
|
|
2022
Q2 | $1.16M | Sell |
36,598
-1,513
| -4% | -$60.8K | 0.17% | 155 |
|
|
2022
Q1 | $1.88M | Buy |
38,111
+9,385
| +33% | +$505K | 0.25% | 105 |
|
|
2021
Q4 | $1.83M | Buy |
28,726
+20,164
| +236% | +$1.45M | 0.25% | 96 |
|
|
2021
Q3 | $754K | Buy |
8,562
+8,412
| +5,608% | +$851K | 0.11% | 213 |
|
|
2021
Q2 | $18K | Buy |
150
+100
| +200% | +$12.2K | ﹤0.01% | 1343 |
|
|
2021
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q4 | $6K | Buy |
+50
| New | +$5.53K | ﹤0.01% | 1097 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$362 | – | 1314 |
|
|
2019
Q4 | $362 | Buy |
+7
| New | +$261 | ﹤0.01% | 945 |
|
Other funds holding Z
CIA
VPM
IFP
VCM
EC