BFIC
Bedell Frazier Investment Counselling’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-60,377
| Closed | -$2.98M | – | 93 |
|
|
2022
Q1 | $2.98M | Sell |
60,377
-757
| -1% | -$37.3K | 0.75% | 40 |
|
|
2021
Q4 | $3.9M | Sell |
61,134
-3,185
| -5% | -$203K | 0.95% | 37 |
|
|
2021
Q3 | $5.67M | Buy |
64,319
+10,753
| +20% | +$948K | 1.56% | 30 |
|
|
2021
Q2 | $6.55M | Buy |
53,566
+2,799
| +6% | +$342K | 1.66% | 26 |
|
|
2021
Q1 | $6.58M | Buy |
50,767
+987
| +2% | +$128K | 1.86% | 22 |
|
|
2020
Q4 | $6.46M | Sell |
49,780
-17,633
| -26% | -$2.29M | 1.98% | 19 |
|
|
2020
Q3 | $6.85M | Sell |
67,413
-12,535
| -16% | -$1.27M | 2.45% | 10 |
|
|
2020
Q2 | $4.61M | Sell |
79,948
-12,045
| -13% | -$694K | 1.86% | 24 |
|
|
2020
Q1 | $3.31M | Sell |
91,993
-120,512
| -57% | -$4.34M | 1.55% | 23 |
|
|
2019
Q4 | $6.34M | Hold |
212,505
| – | – | 2.54% | 15 |
|
|
2019
Q3 | $6.34M | Buy |
212,505
+25,053
| +13% | +$747K | 2.47% | 15 |
|
|
2019
Q2 | $8.7M | Sell |
187,452
-5,385
| -3% | -$250K | 3.16% | 12 |
|
|
2019
Q1 | $6.7M | Buy |
+192,837
| New | +$6.7M | 2.64% | 17 |
|