GeoWealth Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-231	Closed	-$17.1K	–	1813
2024 Q4	$17.1K	Buy	231 +8	+4%	+$592	﹤0.01%	1407
2024 Q3	$14.2K	Buy	+223	New	+$14.2K	﹤0.01%	1332