Clearstead Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332 | Sell |
8
-28
| -78% | -$1.49K | ﹤0.01% | 2142 |
|
|
2025
Q4 | $2.46K | Sell |
36
-850
| -96% | -$61.6K | ﹤0.01% | 2121 |
|
|
2025
Q3 | $68.3K | Buy |
886
+865
| +4,119% | +$70.7K | ﹤0.01% | 1170 |
|
|
2025
Q2 | $1.47K | Sell |
21
-39
| -65% | -$2.63K | ﹤0.01% | 2379 |
|
|
2025
Q1 | $4.11K | Buy |
60
+2
| +3% | +$153 | ﹤0.01% | 1783 |
|
|
2024
Q4 | $4.29K | Buy |
58
+50
| +625% | +$3.58K | ﹤0.01% | 1743 |
|
|
2024
Q3 | $511 | Hold |
8
| – | – | ﹤0.01% | 1955 |
|
|
2024
Q2 | $372 | Hold |
8
| – | – | ﹤0.01% | 1953 |
|
|
2024
Q1 | $343 | Sell |
8
-1,050
| -99% | -$57.2K | ﹤0.01% | 1478 |
|
|
2023
Q4 | $61.2K | Sell |
1,058
-1,058
| -50% | -$46.6K | ﹤0.01% | 696 |
|
|
2023
Q3 | $97.7K | Buy |
2,116
+2,058
| +3,548% | +$106K | ﹤0.01% | 737 |
|
|
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% | 1103 |
|
|
2022
Q3 | $2K | Sell |
58
-300
| -84% | -$10.4K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $11K | Buy |
358
+50
| +16% | +$2.01K | ﹤0.01% | 918 |
|
|
2022
Q1 | $15K | Buy |
308
+200
| +185% | +$10.8K | ﹤0.01% | 922 |
|
|
2021
Q4 | $7K | Sell |
108
-5,448
| -98% | -$393K | ﹤0.01% | 966 |
|
|
2021
Q3 | $490K | Buy |
5,556
+306
| +6% | +$31K | 0.04% | 241 |
|
|
2021
Q2 | $642K | Sell |
5,250
-480
| -8% | -$58.4K | 0.05% | 200 |
|
|
2021
Q1 | $743K | Sell |
5,730
-400
| -7% | -$59.4K | 0.06% | 184 |
|
|
2020
Q4 | $796K | Buy |
6,130
+500
| +9% | +$55.3K | 0.07% | 167 |
|
|
2020
Q3 | $572K | Buy |
5,630
+3,630
| +182% | +$284K | 0.06% | 168 |
|
|
2020
Q2 | $115K | Buy |
2,000
+1,500
| +300% | +$74.5K | 0.01% | 336 |
|
|
2020
Q1 | $18K | Buy |
+500
| New | +$23.1K | ﹤0.01% | 515 |
|
Other funds holding Z
CIA
VPM
IFP
VCM
EC