AE Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,728
| Closed | -$1.68M | – | 2272 |
|
|
2025
Q1 | $1.68M | Buy |
+22,728
| New | +$1.68M | 0.01% | 569 |
|
|
2024
Q1 | – | Sell |
-3,449
| Closed | -$234K | – | 2037 |
|
|
2023
Q4 | $234K | Buy |
3,449
+322
| +10% | +$21.8K | ﹤0.01% | 1822 |
|
|
2023
Q3 | $219K | Buy |
+3,127
| New | +$219K | ﹤0.01% | 1752 |
|
|
2023
Q2 | – | Sell |
-7,163
| Closed | -$529K | – | 2064 |
|
|
2023
Q1 | $529K | Buy |
7,163
+1,264
| +21% | +$93.3K | ﹤0.01% | 1327 |
|
|
2022
Q4 | $400K | Sell |
5,899
-10,067
| -63% | -$682K | ﹤0.01% | 1390 |
|
|
2022
Q3 | $1.18M | Buy |
15,966
+8,762
| +122% | +$645K | 0.01% | 883 |
|
|
2022
Q2 | $778K | Buy |
7,204
+2,300
| +47% | +$248K | 0.01% | 979 |
|
|
2022
Q1 | $575K | Sell |
4,904
-1,486
| -23% | -$174K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $1.18M | Sell |
6,390
-2,525
| -28% | -$464K | 0.01% | 879 |
|
|
2021
Q3 | $2.33M | Buy |
8,915
+3,716
| +71% | +$972K | 0.02% | 595 |
|
|
2021
Q2 | $2.01M | Sell |
5,199
-4,639
| -47% | -$1.8M | 0.02% | 639 |
|
|
2021
Q1 | $3.16M | Sell |
9,838
-136
| -1% | -$43.7K | 0.03% | 438 |
|
|
2020
Q4 | $3.36M | Buy |
9,974
+1,979
| +25% | +$667K | 0.04% | 355 |
|
|
2020
Q3 | $3.76M | Sell |
7,995
-3,175
| -28% | -$1.49M | 0.05% | 278 |
|
|
2020
Q2 | $2.83M | Sell |
11,170
-11,872
| -52% | -$3.01M | 0.04% | 320 |
|
|
2020
Q1 | $3.37M | Buy |
+23,042
| New | +$3.37M | 0.08% | 222 |
|