AWS
AJ Wealth Strategies’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $641K | Sell |
9,439
-74
| -0.8% | -$5.02K | 0.03% | 161 |
|
|
2023
Q1 | $702K | Sell |
9,513
-2,472
| -21% | -$183K | 0.04% | 148 |
|
|
2022
Q4 | $812K | Sell |
11,985
-785
| -6% | -$53.2K | 0.04% | 146 |
|
|
2022
Q3 | $940K | Buy |
12,770
+1,590
| +14% | +$117K | 0.05% | 132 |
|
|
2022
Q2 | $1.21M | Hold |
11,180
| – | – | 0.06% | 117 |
|
|
2022
Q1 | $1.31M | Hold |
11,180
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $2.06M | Sell |
11,180
-789
| -7% | -$145K | 0.1% | 92 |
|
|
2021
Q3 | $3.13M | Buy |
11,969
+424
| +4% | +$111K | 0.17% | 62 |
|
|
2021
Q2 | $4.47M | Sell |
11,545
-1,224
| -10% | -$474K | 0.27% | 45 |
|
|
2021
Q1 | $4.1M | Buy |
12,769
+215
| +2% | +$69.1K | 0.29% | 39 |
|
|
2020
Q4 | $4.24M | Sell |
12,554
-835
| -6% | -$282K | 0.37% | 30 |
|
|
2020
Q3 | $6.29M | Buy |
13,389
+926
| +7% | +$435K | 0.64% | 24 |
|
|
2020
Q2 | $3.16M | Buy |
12,463
+8,326
| +201% | +$2.11M | 0.35% | 34 |
|
|
2020
Q1 | $604K | Buy |
+4,137
| New | +$604K | 0.08% | 84 |
|