J.P. Morgan Private Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $558K | Buy |
12,095
+455
| +4% | +$21K | ﹤0.01% | 1208 |
|
|
2023
Q2 | $585K | Buy |
11,640
+1
| +0% | +$50 | ﹤0.01% | 971 |
|
|
2023
Q1 | $518K | Sell |
11,639
-76
| -0.6% | -$3.38K | ﹤0.01% | 1467 |
|
|
2022
Q4 | $377K | Sell |
11,715
-507
| -4% | -$16.3K | ﹤0.01% | 1570 |
|
|
2022
Q3 | $350K | Sell |
12,222
-268
| -2% | -$7.68K | ﹤0.01% | 1595 |
|
|
2022
Q2 | $397K | Sell |
12,490
-100
| -0.8% | -$3.18K | ﹤0.01% | 1541 |
|
|
2022
Q1 | $621K | Sell |
12,590
-9,289
| -42% | -$458K | ﹤0.01% | 1441 |
|
|
2021
Q4 | $1.4M | Sell |
21,879
-18,287
| -46% | -$1.17M | ﹤0.01% | 1081 |
|
|
2021
Q3 | $3.54M | Sell |
40,166
-83,857
| -68% | -$7.39M | 0.01% | 686 |
|
|
2021
Q2 | $15.2M | Buy |
124,023
+36,350
| +41% | +$4.44M | 0.04% | 355 |
|
|
2021
Q1 | $11.4M | Sell |
87,673
-17,983
| -17% | -$2.33M | 0.04% | 353 |
|
|
2020
Q4 | $13.7M | Buy |
105,656
+65,047
| +160% | +$8.44M | 0.04% | 324 |
|
|
2020
Q3 | $4.13M | Buy |
+40,609
| New | +$4.13M | 0.02% | 472 |
|
|
2019
Q2 | – | Sell |
-16,257
| Closed | -$565K | – | 1466 |
|
|
2019
Q1 | $565K | Buy |
16,257
+85
| +0.5% | +$2.95K | ﹤0.01% | 981 |
|
|
2018
Q4 | $511K | Sell |
16,172
-2,308
| -12% | -$72.9K | ﹤0.01% | 959 |
|
|
2018
Q3 | $818K | Buy |
18,480
+2,308
| +14% | +$102K | ﹤0.01% | 896 |
|
|
2018
Q2 | $955K | Hold |
16,172
| – | – | 0.01% | 792 |
|
|
2018
Q1 | $870K | Sell |
16,172
-1,728
| -10% | -$93K | 0.01% | 684 |
|
|
2017
Q4 | $733K | Buy |
17,900
+1,508
| +9% | +$61.8K | ﹤0.01% | 743 |
|
|
2017
Q3 | $659K | Hold |
16,392
| – | – | ﹤0.01% | 752 |
|
|
2017
Q2 | $803K | Sell |
16,392
-50
| -0.3% | -$2.45K | 0.01% | 672 |
|
|
2017
Q1 | $554K | Hold |
16,442
| – | – | ﹤0.01% | 810 |
|
|
2016
Q4 | $600K | Buy |
+16,442
| New | +$600K | 0.01% | 742 |
|
|
2016
Q3 | – | Sell |
-14,084
| Closed | -$511K | – | 1283 |
|
|
2016
Q2 | $511K | Hold |
14,084
| – | – | 0.01% | 771 |
|
|
2016
Q1 | $334K | Hold |
14,084
| – | – | ﹤0.01% | 909 |
|
|
2015
Q4 | $331K | Buy |
+14,084
| New | +$331K | ﹤0.01% | 827 |
|