Private Advisory Group’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8M Buy
114,165
+8,658
+8% +$606K 0.72% 45
2025
Q1
$7.23M Buy
105,507
+23,727
+29% +$1.63M 0.81% 37
2024
Q4
$6.06M Buy
81,780
+2,238
+3% +$166K 0.68% 38
2024
Q3
$5.08M Buy
+79,542
New +$5.08M 0.61% 41