EverSource Wealth Advisors’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
354
+53
| +18% | +$3.71K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $20.6K | Buy |
301
+87
| +41% | +$5.97K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $15.8K | Buy |
214
+36
| +20% | +$2.67K | ﹤0.01% | 1753 |
|
|
2024
Q3 | $11.4K | Buy |
178
+17
| +11% | +$1.09K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $7.84K | Buy |
161
+9
| +6% | +$438 | ﹤0.01% | 2002 |
|
|
2024
Q1 | $6.47K | Buy |
152
+4
| +3% | +$170 | ﹤0.01% | 1920 |
|
|
2023
Q4 | $8.56K | Hold |
148
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q3 | $6.83K | Hold |
148
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q2 | $7.44K | Hold |
148
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q1 | $6.58K | Hold |
148
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q4 | $4.77K | Buy |
148
+15
| +11% | +$483 | ﹤0.01% | 1626 |
|
|
2022
Q3 | $4K | Buy |
133
+120
| +923% | +$3.61K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $0 | Sell |
13
-17
| -57% | – | ﹤0.01% | 1914 |
|
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1671 |
|