SVB 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 | – | Sell |
-4,161
| Closed | -$285K | – | 1663 |
|
|
2025
Q1 | $285K | Buy |
4,161
+14
| +0.3% | +$960 | 0.01% | 268 |
|
|
2024
Q4 | $307K | Buy |
+4,147
| New | +$307K | 0.01% | 548 |
|
|
2024
Q2 | – | Sell |
-8,049
| Closed | -$393K | – | 837 |
|
|
2024
Q1 | $393K | Buy |
+8,049
| New | +$393K | 0.01% | 551 |
|