Forum Financial Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
5,225
+1,121
| +27% | +$78.5K | 0.01% | 551 |
|
|
2025
Q1 | $281K | Buy |
4,104
+2
| +0% | +$137 | ﹤0.01% | 623 |
|
|
2024
Q4 | $304K | Buy |
4,102
+16
| +0.4% | +$1.19K | 0.01% | 606 |
|
|
2024
Q3 | $261K | Buy |
+4,086
| New | +$261K | ﹤0.01% | 586 |
|
|
2024
Q1 | – | Sell |
-4,073
| Closed | -$236K | – | 760 |
|
|
2023
Q4 | $236K | Buy |
+4,073
| New | +$236K | ﹤0.01% | 570 |
|
|
2023
Q3 | – | Sell |
-4,073
| Closed | -$205K | – | 681 |
|
|
2023
Q2 | $205K | Buy |
+4,073
| New | +$205K | ﹤0.01% | 607 |
|