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