Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,671
Closed -$251K 5087
2025
Q4
$251K Sell
9,671
-14,432
-60% -$347K ﹤0.01% 2496
2025
Q3
$472K Buy
+24,103
New +$398K ﹤0.01% 1931
2024
Q4
Sell
-10,595
Closed -$225K 3432
2024
Q3
$225K Buy
+10,595
New +$254K ﹤0.01% 1927
2023
Q3
Sell
-110,562
Closed -$1.84M 3260
2023
Q2
$1.84M Buy
+110,562
New +$1.85M 0.02% 644
2022
Q3
Sell
-67,386
Closed -$1.75M 3680
2022
Q2
$1.75M Buy
67,386
+54,321
+416% +$1.83M 0.02% 630
2022
Q1
$499K Buy
+13,065
New +$568K ﹤0.01% 1736
2021
Q2
Sell
-23,788
Closed -$1.02M 3693
2021
Q1
$1.02M Buy
23,788
+7,045
+42% +$314K 0.01% 1101
2020
Q4
$615K Buy
+16,743
New +$564K 0.01% 918

Other funds holding ZUMZ