AWM
Activest Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858 | Buy |
11
+8
| +267% | +$624 | ﹤0.01% | 787 |
|
|
2025
Q1 | $221 | Sell |
3
-65
| -96% | -$4.79K | ﹤0.01% | 928 |
|
|
2024
Q4 | $5.55K | Buy |
68
+2
| +3% | +$163 | ﹤0.01% | 366 |
|
|
2024
Q3 | $4.6K | Hold |
66
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $3.91K | Hold |
66
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $4.31K | Hold |
66
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $4.75K | Buy |
+66
| New | +$4.75K | ﹤0.01% | 233 |
|
|
2023
Q3 | – | Sell |
-66
| Closed | -$12.3K | – | 537 |
|
|
2023
Q2 | $12.3K | Hold |
66
| – | – | 0.01% | 156 |
|
|
2023
Q1 | $4.76K | Sell |
66
-20
| -23% | -$1.44K | ﹤0.01% | 215 |
|
|
2022
Q4 | $5.83K | Hold |
86
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $6K | Sell |
86
-11
| -11% | -$767 | ﹤0.01% | 341 |
|
|
2022
Q2 | $10K | Buy |
97
+31
| +47% | +$3.2K | 0.01% | 206 |
|
|
2022
Q1 | $8K | Buy |
66
+41
| +164% | +$4.97K | 0.01% | 230 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 263 |
|
|
2021
Q3 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 263 |
|