Integrated Wealth Concepts’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,936
| Closed | -$201K | – | 2017 |
|
|
2025
Q1 | $201K | Sell |
2,936
-800
| -21% | -$54.8K | ﹤0.01% | 1623 |
|
|
2024
Q4 | $277K | Sell |
3,736
-25
| -0.7% | -$1.85K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $240K | Buy |
+3,761
| New | +$240K | ﹤0.01% | 1474 |
|
|
2024
Q1 | – | Sell |
-3,728
| Closed | -$216K | – | 1710 |
|
|
2023
Q4 | $216K | Buy |
+3,728
| New | +$216K | ﹤0.01% | 1432 |
|
|
2023
Q3 | – | Sell |
-4,004
| Closed | -$201K | – | 1636 |
|
|
2023
Q2 | $201K | Buy |
+4,004
| New | +$201K | ﹤0.01% | 1428 |
|