Creative Planning’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
20,380
+860
| +4% | +$60.2K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $1.34M | Sell |
19,520
-91
| -0.5% | -$6.24K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $1.45M | Buy |
19,611
+472
| +2% | +$35K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $1.22M | Buy |
19,139
+558
| +3% | +$35.6K | ﹤0.01% | 1366 |
|
|
2024
Q2 | $862K | Buy |
18,581
+4,217
| +29% | +$196K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $701K | Buy |
14,364
+4,098
| +40% | +$200K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $594K | Sell |
10,266
-1,434
| -12% | -$83K | ﹤0.01% | 1579 |
|
|
2023
Q3 | $534K | Sell |
11,700
-1,558
| -12% | -$71.1K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $666K | Sell |
13,258
-816
| -6% | -$41K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $626K | Sell |
14,074
-167
| -1% | -$7.43K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $459K | Sell |
14,241
-4,499
| -24% | -$145K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $536K | Buy |
18,740
+2,818
| +18% | +$80.6K | ﹤0.01% | 1284 |
|
|
2022
Q2 | $506K | Sell |
15,922
-6,728
| -30% | -$214K | ﹤0.01% | 1304 |
|
|
2022
Q1 | $1.12M | Buy |
22,650
+3,524
| +18% | +$174K | ﹤0.01% | 936 |
|
|
2021
Q4 | $1.22M | Buy |
19,126
+4,782
| +33% | +$305K | ﹤0.01% | 866 |
|
|
2021
Q3 | $1.26M | Buy |
14,344
+337
| +2% | +$29.7K | ﹤0.01% | 847 |
|
|
2021
Q2 | $1.71M | Sell |
14,007
-11,357
| -45% | -$1.39M | ﹤0.01% | 734 |
|
|
2021
Q1 | $3.29M | Buy |
25,364
+2,813
| +12% | +$365K | 0.01% | 524 |
|
|
2020
Q4 | $2.93M | Buy |
22,551
+10,862
| +93% | +$1.41M | 0.01% | 520 |
|
|
2020
Q3 | $1.19M | Buy |
11,689
+1,674
| +17% | +$170K | ﹤0.01% | 729 |
|
|
2020
Q2 | $577K | Buy |
10,015
+212
| +2% | +$12.2K | ﹤0.01% | 954 |
|
|
2020
Q1 | $353K | Buy |
9,803
+805
| +9% | +$29K | ﹤0.01% | 1103 |
|
|
2019
Q4 | $413K | Buy |
+8,998
| New | +$413K | ﹤0.01% | 1208 |
|
|
2018
Q4 | – | Sell |
-4,633
| Closed | -$205K | – | 1947 |
|
|
2018
Q3 | $205K | Buy |
4,633
+595
| +15% | +$26.3K | ﹤0.01% | 1653 |
|
|
2018
Q2 | $238K | Buy |
+4,038
| New | +$238K | ﹤0.01% | 1506 |
|
|
2017
Q3 | – | Sell |
-3,946
| Closed | -$193K | – | 3654 |
|
|
2017
Q2 | $193K | Sell |
3,946
-527
| -12% | -$25.8K | ﹤0.01% | 1531 |
|
|
2017
Q1 | $151K | Sell |
4,473
-514
| -10% | -$17.4K | ﹤0.01% | 1667 |
|
|
2016
Q4 | $182K | Buy |
4,987
+974
| +24% | +$35.5K | ﹤0.01% | 1449 |
|
|
2016
Q3 | $139K | Sell |
4,013
-682
| -15% | -$23.6K | ﹤0.01% | 1616 |
|
|
2016
Q2 | $170K | Sell |
4,695
-38,114
| -89% | -$1.38M | ﹤0.01% | 1327 |
|
|
2016
Q1 | $1.02M | Buy |
42,809
+39,667
| +1,262% | +$941K | 0.01% | 503 |
|
|
2015
Q4 | $74K | Sell |
3,142
-400
| -11% | -$9.42K | ﹤0.01% | 1797 |
|
|
2015
Q3 | $96K | Buy |
+3,542
| New | +$96K | ﹤0.01% | 1615 |
|