J.P. Morgan Private Wealth Advisors’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $666K | Buy |
14,875
+5,353
| +56% | +$240K | ﹤0.01% | 1125 |
|
|
2023
Q2 | $468K | Buy |
+9,522
| New | +$468K | ﹤0.01% | 1064 |
|
|
2019
Q2 | – | Sell |
-8,161
| Closed | -$279K | – | 1467 |
|
|
2019
Q1 | $279K | Hold |
8,161
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q4 | $257K | Sell |
8,161
-1,079
| -12% | -$34K | ﹤0.01% | 1240 |
|
|
2018
Q3 | $408K | Buy |
9,240
+1,154
| +14% | +$51K | ﹤0.01% | 1157 |
|
|
2018
Q2 | $483K | Sell |
8,086
-43
| -0.5% | -$2.57K | ﹤0.01% | 1019 |
|
|
2018
Q1 | $439K | Sell |
8,129
-67
| -0.8% | -$3.62K | ﹤0.01% | 910 |
|
|
2017
Q4 | $334K | Hold |
8,196
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q3 | $329K | Sell |
8,196
-46
| -0.6% | -$1.85K | ﹤0.01% | 991 |
|
|
2017
Q2 | $402K | Buy |
8,242
+21
| +0.3% | +$1.02K | ﹤0.01% | 908 |
|
|
2017
Q1 | $278K | Hold |
8,221
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q4 | $300K | Buy |
+8,221
| New | +$300K | ﹤0.01% | 992 |
|
|
2016
Q3 | – | Sell |
-7,042
| Closed | -$258K | – | 1284 |
|
|
2016
Q2 | $258K | Buy |
+7,042
| New | +$258K | ﹤0.01% | 1046 |
|
|
2015
Q3 | – | Sell |
-25,716
| Closed | -$743K | – | 1150 |
|
|
2015
Q2 | $743K | Buy |
25,716
+900
| +4% | +$26K | 0.01% | 574 |
|
|
2015
Q1 | $829K | Buy |
+24,816
| New | +$829K | 0.01% | 577 |
|