MAI Capital Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
1,758
+5
| +0.3% | +$350 | ﹤0.01% | 1328 |
|
|
2025
Q1 | $120K | Sell |
1,753
-1,500
| -46% | -$103K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $241K | Hold |
3,253
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q3 | $208K | Sell |
3,253
-2,257
| -41% | -$144K | ﹤0.01% | 967 |
|
|
2024
Q2 | $256K | Sell |
5,510
-40
| -0.7% | -$1.86K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $271K | Sell |
5,550
-1,544
| -22% | -$75.3K | ﹤0.01% | 977 |
|
|
2023
Q4 | $410K | Buy |
+7,094
| New | +$410K | 0.01% | 744 |
|