AE Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Buy |
|
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $529K | Buy |
|
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|
2022
Q4 | $400K | Sell |
|
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $778K | Buy |
|
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|
2022
Q1 | $575K | Sell |
|
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $2.33M | Buy |
|
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|
2021
Q2 | $2.01M | Sell |
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|
2021
Q1 | $3.16M | Sell |
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|
2020
Q4 | $3.36M | Buy |
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|
2020
Q3 | $3.76M | Sell |
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|
2020
Q2 | $2.83M | Sell |
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|
2020
Q1 | $3.37M | Buy |
|