JP Morgan Private Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $13.7M | Buy |
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|
2020
Q3 | $4.13M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $565K | Buy |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $818K | Buy |
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|
2018
Q2 | $955K | Hold |
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|
2018
Q1 | $870K | Sell |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $659K | Hold |
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|
2017
Q2 | $803K | Sell |
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|
2017
Q1 | $554K | Hold |
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|
2016
Q4 | $600K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $511K | Hold |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $331K | Buy |
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