NewEdge Wealth’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.72M | Sell |
114,899
-15,455
| -12% | -$1.31M | 0.15% | 120 |
|
|
2025
Q1 | $8.94M | Sell |
130,354
-64,435
| -33% | -$4.42M | 0.16% | 117 |
|
|
2024
Q4 | $14.4M | Buy |
194,789
+29,067
| +18% | +$2.15M | 0.25% | 98 |
|
|
2024
Q3 | $10.6M | Sell |
165,722
-161,845
| -49% | -$10.3M | 0.19% | 113 |
|
|
2024
Q2 | $15.2M | Buy |
327,567
+64,704
| +25% | +$3M | 0.33% | 84 |
|
|
2024
Q1 | $10.5M | Buy |
262,863
+91,145
| +53% | +$3.63M | 0.23% | 107 |
|
|
2023
Q4 | $9.94M | Sell |
171,718
-49,124
| -22% | -$2.84M | 0.25% | 100 |
|
|
2023
Q3 | $10.2M | Buy |
220,842
+10,409
| +5% | +$480K | 0.32% | 89 |
|
|
2023
Q2 | $10.6M | Sell |
210,433
-42,263
| -17% | -$2.12M | 0.35% | 83 |
|
|
2023
Q1 | $11.2M | Sell |
252,696
-1,602
| -0.6% | -$71.2K | 0.43% | 66 |
|
|
2022
Q4 | $8.19M | Sell |
254,298
-246,300
| -49% | -$7.93M | 0.35% | 80 |
|
|
2022
Q3 | $14.3M | Sell |
500,598
-324,210
| -39% | -$9.28M | 0.68% | 37 |
|
|
2022
Q2 | $26.2M | Buy |
824,808
+14,005
| +2% | +$445K | 1.19% | 15 |
|
|
2022
Q1 | $40M | Buy |
810,803
+103,089
| +15% | +$5.08M | 1.77% | 13 |
|
|
2021
Q4 | $45.2M | Buy |
707,714
+702,319
| +13,018% | +$44.8M | 1.89% | 11 |
|
|
2021
Q3 | $476K | Buy |
5,395
+540
| +11% | +$47.6K | 0.03% | 222 |
|
|
2021
Q2 | $593K | Hold |
4,855
| – | – | 0.05% | 206 |
|
|
2021
Q1 | $629K | Buy |
+4,855
| New | +$629K | 0.06% | 201 |
|