WA
ZION icon

Whipplewood Advisors’s Zions Bancorporation ZION Stock Holding History

Whipplewood Advisors’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110K Sell
2,118
-99
-4% -$5.14K 0.06% 224
2025
Q1 		$106K Buy
2,217
+96
+5% +$4.59K 0.06% 217
2024
Q4 		$115K Buy
+2,121
New +$115K 0.07% 219