EverSource Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
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|
2025
Q1 | $20.6K | Buy |
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|
2024
Q4 | $15.8K | Buy |
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|
2024
Q3 | $11.4K | Buy |
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|
2024
Q2 | $7.84K | Buy |
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|
2024
Q1 | $6.47K | Buy |
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|
2023
Q4 | $8.56K | Hold |
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|
2023
Q3 | $6.83K | Hold |
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|
2023
Q2 | $7.44K | Hold |
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|
2023
Q1 | $6.58K | Hold |
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|
2022
Q4 | $4.77K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $1K | Buy |
|