Advisors Asset Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-303
| Closed | -$20.6K | – | 1460 |
|
|
2023
Q2 | $20.6K | Sell |
303
-519
| -63% | -$35.2K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $60.7K | Sell |
822
-473
| -37% | -$34.9K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $87.7K | Sell |
1,295
-344
| -21% | -$23.3K | ﹤0.01% | 1263 |
|
|
2022
Q3 | $121K | Sell |
1,639
-391
| -19% | -$28.9K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $219K | Sell |
2,030
-544
| -21% | -$58.7K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $302K | Sell |
2,574
-62
| -2% | -$7.27K | ﹤0.01% | 1134 |
|
|
2021
Q4 | $485K | Buy |
2,636
+463
| +21% | +$85.2K | 0.01% | 1014 |
|
|
2021
Q3 | $568K | Buy |
2,173
+286
| +15% | +$74.8K | 0.01% | 962 |
|
|
2021
Q2 | $730K | Buy |
1,887
+653
| +53% | +$253K | 0.01% | 918 |
|
|
2021
Q1 | $396K | Buy |
1,234
+1,001
| +430% | +$321K | 0.01% | 1064 |
|
|
2020
Q4 | $79K | Buy |
+233
| New | +$79K | ﹤0.01% | 1390 |
|