Concord Wealth 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $36.7K | Sell |
|
|||||
|
2024
Q4 | $44.1K | Buy |
|
|||||
|
2024
Q3 | $34.2K | Hold |
|
|||||
|
2024
Q2 | $24.9K | Hold |
|
|||||
|
2024
Q1 | $26.1K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $24.7K | Hold |
|
|||||
|
2023
Q2 | $26.9K | Hold |
|
|||||
|
2023
Q1 | $23.8K | Sell |
|
|||||
|
2022
Q4 | $17.5K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $18K | Sell |
|
|||||
|
2022
Q1 | $42K | Sell |
|
|||||
|
2021
Q4 | $98K | Buy |
|
|||||
|
2021
Q3 | $27K | Sell |
|
|||||
|
2021
Q2 | $199K | Buy |
|
|||||
|
2021
Q1 | $207K | Buy |
|
|||||
|
2020
Q4 | $3K | Buy |
|