Concord Wealth Partners’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-268
| Closed | -$17.9K | – | 906 |
|
2025
Q1 | $17.9K | Hold |
268
| – | – | ﹤0.01% | 444 |
|
2024
Q4 | $19K | Hold |
268
| – | – | ﹤0.01% | 462 |
|
2024
Q3 | $16.6K | Hold |
268
| – | – | ﹤0.01% | 501 |
|
2024
Q2 | $12.1K | Hold |
268
| – | – | ﹤0.01% | 485 |
|
2024
Q1 | $12.8K | Buy |
+268
| New | +$12.8K | ﹤0.01% | 545 |
|
2023
Q4 | – | Sell |
-268
| Closed | -$12K | – | 1043 |
|
2023
Q3 | $12K | Hold |
268
| – | – | ﹤0.01% | 589 |
|
2023
Q2 | $13.2K | Hold |
268
| – | – | ﹤0.01% | 568 |
|
2023
Q1 | $11.7K | Hold |
268
| – | – | ﹤0.01% | 570 |
|
2022
Q4 | $8.36K | Buy |
+268
| New | +$8.36K | ﹤0.01% | 659 |
|
2022
Q3 | – | Sell |
-268
| Closed | -$9K | – | 1204 |
|
2022
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 719 |
|
2022
Q1 | $13K | Hold |
268
| – | – | ﹤0.01% | 721 |
|
2021
Q4 | $17K | Buy |
+268
| New | +$17K | ﹤0.01% | 686 |
|
2021
Q3 | – | Sell |
-268
| Closed | -$33K | – | 1054 |
|
2021
Q2 | $33K | Hold |
268
| – | – | 0.01% | 412 |
|
2021
Q1 | $35K | Buy |
+268
| New | +$35K | 0.01% | 391 |
|