Summit Trail Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
10,049
+1,453
| +17% | +$102K | 0.01% | 595 |
|
|
2025
Q1 | $589K | Sell |
8,596
-637
| -7% | -$43.7K | 0.02% | 230 |
|
|
2024
Q4 | $684K | Buy |
9,233
+348
| +4% | +$25.8K | 0.03% | 175 |
|
|
2024
Q3 | $567K | Buy |
+8,885
| New | +$567K | 0.01% | 372 |
|
|
2018
Q1 | – | Sell |
-50
| Closed | -$2K | – | 1697 |
|
|
2017
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1687 |
|