Clearstead Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47K | Sell |
21
-39
| -65% | -$2.73K | ﹤0.01% | 2374 |
|
|
2025
Q1 | $4.11K | Buy |
60
+2
| +3% | +$137 | ﹤0.01% | 1779 |
|
|
2024
Q4 | $4.3K | Buy |
58
+50
| +625% | +$3.7K | ﹤0.01% | 1740 |
|
|
2024
Q3 | $511 | Hold |
8
| – | – | ﹤0.01% | 1952 |
|
|
2024
Q2 | $372 | Hold |
8
| – | – | ﹤0.01% | 1952 |
|
|
2024
Q1 | $343 | Sell |
8
-1,050
| -99% | -$45K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $61.2K | Sell |
1,058
-1,058
| -50% | -$61.2K | ﹤0.01% | 694 |
|
|
2023
Q3 | $97.7K | Buy |
2,116
+2,058
| +3,548% | +$95K | ﹤0.01% | 736 |
|
|
2023
Q2 | $2.92K | Hold |
58
| – | – | ﹤0.01% | 1102 |
|
|
2023
Q1 | $2.58K | Hold |
58
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q4 | $1.87K | Hold |
58
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q3 | $2K | Sell |
58
-300
| -84% | -$10.3K | ﹤0.01% | 1109 |
|
|
2022
Q2 | $11K | Buy |
358
+50
| +16% | +$1.54K | ﹤0.01% | 916 |
|
|
2022
Q1 | $15K | Buy |
308
+200
| +185% | +$9.74K | ﹤0.01% | 920 |
|
|
2021
Q4 | $7K | Sell |
108
-5,448
| -98% | -$353K | ﹤0.01% | 962 |
|
|
2021
Q3 | $490K | Buy |
5,556
+306
| +6% | +$27K | 0.04% | 240 |
|
|
2021
Q2 | $642K | Sell |
5,250
-480
| -8% | -$58.7K | 0.05% | 200 |
|
|
2021
Q1 | $743K | Sell |
5,730
-400
| -7% | -$51.9K | 0.06% | 184 |
|
|
2020
Q4 | $796K | Buy |
6,130
+500
| +9% | +$64.9K | 0.07% | 167 |
|
|
2020
Q3 | $572K | Buy |
5,630
+3,630
| +182% | +$369K | 0.06% | 168 |
|
|
2020
Q2 | $115K | Buy |
2,000
+1,500
| +300% | +$86.3K | 0.01% | 336 |
|
|
2020
Q1 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 514 |
|