Cerity Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
10,350
-10,125
| -49% | -$709K | ﹤0.01% | 1677 |
|
|
2025
Q1 | $1.4M | Buy |
20,475
+8,215
| +67% | +$563K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $885K | Buy |
12,260
+4,756
| +63% | +$343K | ﹤0.01% | 1476 |
|
|
2024
Q3 | $479K | Sell |
7,504
-1,483
| -17% | -$94.7K | ﹤0.01% | 1792 |
|
|
2024
Q2 | $417K | Buy |
8,987
+687
| +8% | +$31.9K | ﹤0.01% | 1633 |
|
|
2024
Q1 | $405K | Buy |
8,300
+1,796
| +28% | +$87.6K | ﹤0.01% | 1713 |
|
|
2023
Q4 | $376K | Buy |
6,504
+1,514
| +30% | +$87.6K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $230K | Buy |
+4,990
| New | +$230K | ﹤0.01% | 1238 |
|
|
2022
Q1 | – | Sell |
-5,421
| Closed | -$348K | – | 1131 |
|
|
2021
Q4 | $348K | Buy |
5,421
+3,126
| +136% | +$201K | 0.01% | 724 |
|
|
2021
Q3 | $202K | Buy |
2,295
+398
| +21% | +$35K | ﹤0.01% | 647 |
|
|
2021
Q2 | $232K | Buy |
1,897
+173
| +10% | +$21.2K | 0.01% | 649 |
|
|
2021
Q1 | $223K | Buy |
+1,724
| New | +$223K | 0.01% | 633 |
|