Intellectus Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
3,023
| – | – | 0.05% | 260 |
|
|
2025
Q1 | $207K | Hold |
3,023
| – | – | 0.05% | 252 |
|
|
2024
Q4 | $224K | Buy |
+3,023
| New | +$224K | 0.05% | 249 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$133K | – | 534 |
|
|
2018
Q3 | $133K | Hold |
3,000
| – | – | 0.05% | 257 |
|
|
2018
Q2 | $177K | Hold |
3,000
| – | – | 0.06% | 230 |
|
|
2018
Q1 | $161K | Sell |
3,000
-3,354
| -53% | -$180K | 0.06% | 241 |
|
|
2017
Q4 | $260K | Hold |
6,354
| – | – | 0.1% | 193 |
|
|
2017
Q3 | $255K | Hold |
6,354
| – | – | 0.11% | 195 |
|
|
2017
Q2 | $311K | Hold |
6,354
| – | – | 0.14% | 159 |
|
|
2017
Q1 | $214K | Hold |
6,354
| – | – | 0.11% | 176 |
|
|
2016
Q4 | $232K | Buy |
+6,354
| New | +$232K | 0.12% | 161 |
|