Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$581K Buy
26,200
+6,100
+30% +$149K ﹤0.01% 989
2025
Q4
$524K Sell
20,100
-6,500
-24% -$156K ﹤0.01% 1061
2025
Q3
$522K Sell
26,600
-500
-2% -$8.26K ﹤0.01% 1074
2025
Q2
$359K Buy
27,100
+1,900
+8% +$24K ﹤0.01% 1442
2025
Q1
$375K Hold
25,200
﹤0.01% 1319
2024
Q4
$483K Hold
25,200
﹤0.01% 1227
2024
Q3
$537K Buy
+25,200
New +$603K ﹤0.01% 1221
2021
Q3
Sell
-8,700
Closed -$426K 2336
2021
Q2
$426K Hold
8,700
﹤0.01% 1615
2021
Q1
$373K Buy
+8,700
New +$387K ﹤0.01% 1660
2019
Q3
Hold
0
2224
2019
Q2
Sell
-26,800
Closed -$650K 2220
2019
Q1
$667K Hold
26,800
﹤0.01% 1046
2018
Q4
$513K Sell
26,800
-800
-3% -$16.9K ﹤0.01% 1237
2018
Q3
$727K Buy
+27,600
New +$724K ﹤0.01% 1113
2015
Q4
Hold
0
2011
2015
Q3
Sell
-12,500
Closed -$285K 1968
2015
Q2
$332K Sell
12,500
-10,200
-45% -$313K ﹤0.01% 1455
2015
Q1
$913K Sell
22,700
-600
-3% -$23.3K ﹤0.01% 833
2014
Q4
$900K Buy
23,300
+5,100
+28% +$174K ﹤0.01% 856
2014
Q3
$511K Buy
+18,200
New +$534K ﹤0.01% 1191

Other funds holding ZUMZ