Creative Planning’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $543K | Buy |
7,934
+685
| +9% | +$46.9K | ﹤0.01% | 2391 |
|
2025
Q1 | $485K | Buy |
7,249
+670
| +10% | +$44.8K | ﹤0.01% | 2315 |
|
2024
Q4 | $466K | Buy |
6,579
+42
| +0.6% | +$2.98K | ﹤0.01% | 2286 |
|
2024
Q3 | $405K | Buy |
6,537
+439
| +7% | +$27.2K | ﹤0.01% | 2286 |
|
2024
Q2 | $275K | Buy |
6,098
+788
| +15% | +$35.5K | ﹤0.01% | 2421 |
|
2024
Q1 | $254K | Sell |
5,310
-106
| -2% | -$5.07K | ﹤0.01% | 2376 |
|
2023
Q4 | $307K | Sell |
5,416
-379
| -7% | -$21.5K | ﹤0.01% | 2069 |
|
2023
Q3 | $260K | Buy |
5,795
+193
| +3% | +$8.64K | ﹤0.01% | 2043 |
|
2023
Q2 | $276K | Sell |
5,602
-1,728
| -24% | -$85K | ﹤0.01% | 1961 |
|
2023
Q1 | $320K | Buy |
+7,330
| New | +$320K | ﹤0.01% | 1760 |
|
2021
Q4 | – | Sell |
-2,300
| Closed | -$204K | – | 2176 |
|
2021
Q3 | $204K | Buy |
2,300
+527
| +30% | +$46.7K | ﹤0.01% | 1851 |
|
2021
Q2 | $217K | Sell |
1,773
-836
| -32% | -$102K | ﹤0.01% | 1754 |
|
2021
Q1 | $343K | Sell |
2,609
-420
| -14% | -$55.2K | ﹤0.01% | 1678 |
|
2020
Q4 | $412K | Sell |
3,029
-19
| -0.6% | -$2.58K | ﹤0.01% | 1403 |
|
2020
Q3 | $309K | Buy |
+3,048
| New | +$309K | ﹤0.01% | 1387 |
|
2017
Q3 | – | Sell |
-1,320
| Closed | -$64K | – | 3659 |
|
2017
Q2 | $64K | Sell |
1,320
-45
| -3% | -$2.18K | ﹤0.01% | 2309 |
|
2017
Q1 | $46K | Sell |
1,365
-756
| -36% | -$25.5K | ﹤0.01% | 2520 |
|
2016
Q4 | $77K | Buy |
2,121
+162
| +8% | +$5.88K | ﹤0.01% | 2035 |
|
2016
Q3 | $67K | Sell |
1,959
-341
| -15% | -$11.7K | ﹤0.01% | 2126 |
|
2016
Q2 | $84K | Buy |
2,300
+204
| +10% | +$7.45K | ﹤0.01% | 1780 |
|
2016
Q1 | $54K | Buy |
2,096
+175
| +9% | +$4.51K | ﹤0.01% | 2036 |
|
2015
Q4 | $50K | Sell |
1,921
-450
| -19% | -$11.7K | ﹤0.01% | 2106 |
|
2015
Q3 | $68K | Buy |
+2,371
| New | +$68K | ﹤0.01% | 1824 |
|
2015
Q2 | – | Sell |
-6,522
| Closed | -$218K | – | 2937 |
|
2015
Q1 | $218K | Sell |
6,522
-8,154
| -56% | -$273K | ﹤0.01% | 1146 |
|
2014
Q4 | $518K | Buy |
14,676
+10,005
| +214% | +$353K | 0.01% | 679 |
|
2014
Q3 | $181K | Buy |
4,671
+3,900
| +506% | +$151K | ﹤0.01% | 1111 |
|
2014
Q2 | $37K | Sell |
771
-3,366
| -81% | -$162K | ﹤0.01% | 2066 |
|
2014
Q1 | $121K | Sell |
4,137
-219
| -5% | -$6.41K | ﹤0.01% | 1273 |
|
2013
Q4 | $119K | Sell |
4,356
-1,149
| -21% | -$31.4K | ﹤0.01% | 1106 |
|
2013
Q3 | $155K | Buy |
5,505
+4,200
| +322% | +$118K | ﹤0.01% | 873 |
|
2013
Q2 | $24K | Buy |
+1,305
| New | +$24K | ﹤0.01% | 1829 |
|