Baldwin Wealth Partners’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-498	Closed	-$31.8K	–	1064
2024 Q3	$31.8K	Hold	498	–	–	﹤0.01%	625
2024 Q2	$23.1K	Hold	498	–	–	﹤0.01%	442
2024 Q1	$24.3K	Hold	498	–	–	﹤0.01%	461
2023 Q4	$28.8K	Hold	498	–	–	﹤0.01%	454
2023 Q3	$23K	Hold	498	–	–	﹤0.01%	497
2023 Q2	$25K	Hold	498	–	–	﹤0.01%	509
2023 Q1	$22.1K	Hold	498	–	–	﹤0.01%	532
2022 Q4	$16K	Hold	498	–	–	﹤0.01%	563
2022 Q3	$14K	Hold	498	–	–	﹤0.01%	487
2022 Q2	$16K	Hold	498	–	–	﹤0.01%	497
2022 Q1	$25K	Hold	498	–	–	﹤0.01%	456
2021 Q4	$32K	Hold	498	–	–	﹤0.01%	404
2021 Q3	$44K	Hold	498	–	–	﹤0.01%	366
2021 Q2	$61K	Hold	498	–	–	0.01%	336
2021 Q1	$65K	Buy	498 +148	+42%	+$19.3K	0.01%	313
2020 Q4	$45K	Hold	350	–	–	0.01%	335
2020 Q3	$36K	Hold	350	–	–	﹤0.01%	332
2020 Q2	$20K	Hold	350	–	–	﹤0.01%	391
2020 Q1	$13K	Hold	350	–	–	﹤0.01%	410
2019 Q4	$16K	Hold	350	–	–	﹤0.01%	426
2019 Q3	$10K	Hold	350	–	–	﹤0.01%	458
2019 Q2	$16K	Hold	350	–	–	﹤0.01%	418
2019 Q1	$12K	Hold	350	–	–	﹤0.01%	442
2018 Q4	$11K	Hold	350	–	–	﹤0.01%	432
2018 Q3	$15K	Hold	350	–	–	﹤0.01%	435
2018 Q2	$21K	Hold	350	–	–	﹤0.01%	400
2018 Q1	$19K	Hold	350	–	–	﹤0.01%	387
2017 Q4	$14K	Hold	350	–	–	﹤0.01%	401
2017 Q3	$14K	Hold	350	–	–	﹤0.01%	397
2017 Q2	$17K	Hold	350	–	–	﹤0.01%	391
2017 Q1	$12K	Hold	350	–	–	﹤0.01%	414
2016 Q4	$13K	Hold	350	–	–	﹤0.01%	415
2016 Q3	$12K	Buy	+350	New	+$12K	﹤0.01%	436