Aaron Wealth Advisors’s Zoom ZM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $438K | Sell |
5,611
-405
| -7% | -$31.6K | 0.04% | 273 |
|
2025
Q1 | $444K | Buy |
6,016
+945
| +19% | +$69.7K | 0.05% | 243 |
|
2024
Q4 | $414K | Buy |
5,071
+1,128
| +29% | +$92.1K | 0.05% | 244 |
|
2024
Q3 | $275K | Buy |
+3,943
| New | +$275K | 0.03% | 323 |
|
2022
Q2 | – | Sell |
-60,373
| Closed | -$515K | – | 867 |
|
2022
Q1 | $515K | Buy |
+60,373
| New | +$515K | 0.01% | 502 |
|