AWM
ZM icon

AE Wealth Management’s Zoom ZM Stock Holding History

AE Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,728
Closed -$1.68M – 2282
2025
Q1 		$1.68M Buy
+22,728
New +$1.81M 0.01% 569
2024
Q1 		– Sell
-3,449
Closed -$234K – 2042
2023
Q4 		$234K Buy
3,449
+322
+10% +$21.3K ﹤0.01% 1825
2023
Q3 		$219K Buy
+3,127
New +$217K ﹤0.01% 1754
2023
Q2 		– Sell
-7,163
Closed -$529K – 2067
2023
Q1 		$529K Buy
7,163
+1,264
+21% +$91.1K ﹤0.01% 1329
2022
Q4 		$400K Sell
5,899
-10,067
-63% -$765K ﹤0.01% 1393
2022
Q3 		$1.18M Buy
15,966
+8,762
+122% +$834K 0.01% 885
2022
Q2 		$778K Buy
7,204
+2,300
+47% +$243K 0.01% 982
2022
Q1 		$575K Sell
4,904
-1,486
-23% -$202K ﹤0.01% 1170
2021
Q4 		$1.18M Sell
6,390
-2,525
-28% -$594K 0.01% 879
2021
Q3 		$2.33M Buy
8,915
+3,716
+71% +$1.25M 0.02% 596
2021
Q2 		$2.01M Sell
5,199
-4,639
-47% -$1.54M 0.02% 640
2021
Q1 		$3.16M Sell
9,838
-136
-1% -$50.1K 0.03% 439
2020
Q4 		$3.36M Buy
9,974
+1,979
+25% +$882K 0.04% 356
2020
Q3 		$3.76M Sell
7,995
-3,175
-28% -$1.02M 0.05% 279
2020
Q2 		$2.83M Sell
11,170
-11,872
-52% -$2.14M 0.04% 321
2020
Q1 		$3.37M Buy
+23,042
New +$2.27M 0.08% 222

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