Concord Wealth 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 | – | Sell |
-536
| Closed | -$36.7K | – | 905 |
|
|
2025
Q1 | $36.7K | Sell |
536
-60
| -10% | -$4.11K | 0.01% | 364 |
|
|
2024
Q4 | $44.1K | Buy |
596
+60
| +11% | +$4.44K | 0.01% | 348 |
|
|
2024
Q3 | $34.2K | Hold |
536
| – | – | 0.01% | 388 |
|
|
2024
Q2 | $24.9K | Hold |
536
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $26.1K | Buy |
+536
| New | +$26.1K | ﹤0.01% | 453 |
|
|
2023
Q4 | – | Sell |
-536
| Closed | -$24.7K | – | 1042 |
|
|
2023
Q3 | $24.7K | Hold |
536
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $26.9K | Hold |
536
| – | – | 0.01% | 460 |
|
|
2023
Q1 | $23.8K | Sell |
536
-7
| -1% | -$311 | 0.01% | 465 |
|
|
2022
Q4 | $17.5K | Buy |
+543
| New | +$17.5K | 0.01% | 543 |
|
|
2022
Q3 | – | Sell |
-556
| Closed | -$18K | – | 1201 |
|
|
2022
Q2 | $18K | Sell |
556
-297
| -35% | -$9.62K | ﹤0.01% | 568 |
|
|
2022
Q1 | $42K | Sell |
853
-678
| -44% | -$33.4K | 0.01% | 473 |
|
|
2021
Q4 | $98K | Buy |
1,531
+1,222
| +395% | +$78.2K | 0.02% | 313 |
|
|
2021
Q3 | $27K | Sell |
309
-1,320
| -81% | -$115K | 0.01% | 328 |
|
|
2021
Q2 | $199K | Buy |
1,629
+36
| +2% | +$4.4K | 0.06% | 134 |
|
|
2021
Q1 | $207K | Buy |
1,593
+1,569
| +6,538% | +$204K | 0.07% | 129 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 506 |
|