Venturi Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-230
| Closed | -$17K | – | 1880 |
|
|
2024
Q4 | $17K | Hold |
230
| – | – | ﹤0.01% | 1295 |
|
|
2024
Q3 | $14.7K | Hold |
230
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q2 | $10.7K | Hold |
230
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q1 | $11.2K | Hold |
230
| – | – | ﹤0.01% | 908 |
|
|
2023
Q4 | $13.3K | Hold |
230
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $10.6K | Buy |
+230
| New | +$10.6K | ﹤0.01% | 799 |
|
|
2023
Q2 | – | Sell |
-230
| Closed | -$10.2K | – | 1296 |
|
|
2023
Q1 | $10.2K | Buy |
+230
| New | +$10.2K | ﹤0.01% | 712 |
|