JFS Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.29K | Buy |
104
+5
| +5% | +$350 | ﹤0.01% | 958 |
|
2025
Q1 | $6.79K | Buy |
99
+5
| +5% | +$343 | ﹤0.01% | 1007 |
|
2024
Q4 | $6.96K | Buy |
94
+17
| +22% | +$1.26K | ﹤0.01% | 985 |
|
2024
Q3 | $4.92K | Buy |
77
+2
| +3% | +$128 | ﹤0.01% | 1128 |
|
2024
Q2 | $3.48K | Sell |
75
-4
| -5% | -$186 | ﹤0.01% | 1213 |
|
2024
Q1 | $3.85K | Hold |
79
| – | – | ﹤0.01% | 1191 |
|
2023
Q4 | $4.57K | Buy |
79
+6
| +8% | +$347 | ﹤0.01% | 1094 |
|
2023
Q3 | $3.37K | Buy |
73
+11
| +18% | +$508 | ﹤0.01% | 1157 |
|
2023
Q2 | $3.12K | Buy |
62
+7
| +13% | +$352 | ﹤0.01% | 1211 |
|
2023
Q1 | $2.45K | Buy |
55
+16
| +41% | +$712 | ﹤0.01% | 1283 |
|
2022
Q4 | $1.26K | Buy |
39
+18
| +86% | +$580 | ﹤0.01% | 1544 |
|
2022
Q3 | $1K | Sell |
21
-25
| -54% | -$1.19K | ﹤0.01% | 1685 |
|
2022
Q2 | $1K | Buy |
46
+15
| +48% | +$326 | ﹤0.01% | 1684 |
|
2022
Q1 | $2K | Buy |
31
+19
| +158% | +$1.23K | ﹤0.01% | 1524 |
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1625 |
|