Wealthspire Advisors (New York)’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Sell |
4,099
-70
| -2% | -$4.9K | ﹤0.01% | 681 |
|
2025
Q1 | $286K | Sell |
4,169
-1,998
| -32% | -$137K | ﹤0.01% | 652 |
|
2024
Q4 | $457K | Buy |
6,167
+2,021
| +49% | +$150K | ﹤0.01% | 536 |
|
2024
Q3 | $265K | Buy |
+4,146
| New | +$265K | ﹤0.01% | 646 |
|
2024
Q2 | – | Sell |
-4,127
| Closed | -$201K | – | 694 |
|
2024
Q1 | $201K | Buy |
4,127
+1
| +0% | +$49 | ﹤0.01% | 607 |
|
2023
Q4 | $239K | Buy |
+4,126
| New | +$239K | ﹤0.01% | 572 |
|