Badgley Phelps Wealth Managers’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,476
-7
| -0.2% | -$490 | 0.01% | 275 |
|
|
2025
Q1 | $239K | Sell |
3,483
-428
| -11% | -$29.3K | 0.01% | 278 |
|
|
2024
Q4 | $290K | Hold |
3,911
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $250K | Buy |
+3,911
| New | +$250K | 0.01% | 265 |
|
|
2024
Q1 | – | Sell |
-3,911
| Closed | -$226K | – | 272 |
|
|
2023
Q4 | $226K | Buy |
+3,911
| New | +$226K | 0.01% | 231 |
|