Corient Private Wealth’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $985K | Buy |
14,060
+4,078
| +41% | +$286K | ﹤0.01% | 1442 |
|
2025
Q1 | $684K | Sell |
9,982
-4,481
| -31% | -$307K | ﹤0.01% | 1448 |
|
2024
Q4 | $1.07M | Sell |
14,463
-3,807
| -21% | -$282K | ﹤0.01% | 1290 |
|
2024
Q3 | $1.17M | Sell |
18,270
-23
| -0.1% | -$1.47K | ﹤0.01% | 1303 |
|
2024
Q2 | $849K | Buy |
18,293
+1,045
| +6% | +$48.5K | ﹤0.01% | 1385 |
|
2024
Q1 | $841K | Sell |
17,248
-206
| -1% | -$10K | ﹤0.01% | 1367 |
|
2023
Q4 | $1.01M | Sell |
17,454
-139
| -0.8% | -$8.04K | ﹤0.01% | 1281 |
|
2023
Q3 | $812K | Sell |
17,593
-34
| -0.2% | -$1.57K | ﹤0.01% | 1262 |
|
2023
Q2 | $886K | Buy |
17,627
+64
| +0.4% | +$3.22K | ﹤0.01% | 1198 |
|
2023
Q1 | $781K | Buy |
17,563
+2,533
| +17% | +$113K | ﹤0.01% | 1185 |
|
2022
Q4 | $488K | Buy |
+15,030
| New | +$488K | ﹤0.01% | 1147 |
|