Consilio Wealth 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 | $315K | Hold |
4,514
| – | – | 0.11% | 52 |
|
|
2025
Q1 | $309K | Hold |
4,514
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $334K | Hold |
4,514
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $288K | Buy |
4,514
+10
| +0.2% | +$639 | 0.12% | 51 |
|
|
2024
Q2 | $209K | Sell |
4,504
-8
| -0.2% | -$371 | 0.09% | 61 |
|
|
2024
Q1 | $220K | Buy |
4,512
+7
| +0.2% | +$341 | 0.1% | 58 |
|
|
2023
Q4 | $261K | Buy |
+4,505
| New | +$261K | 0.13% | 47 |
|
|
2023
Q3 | – | Sell |
-4,473
| Closed | -$225K | – | 51 |
|
|
2023
Q2 | $225K | Buy |
+4,473
| New | +$225K | 0.12% | 45 |
|