Cerity Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $835K | Buy |
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|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $223K | Buy |
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