Allworth Financial’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
1,446
+732
| +103% | +$57.1K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $53.9K | Buy |
714
+31
| +5% | +$2.34K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $54.1K | Buy |
683
+92
| +16% | +$7.29K | ﹤0.01% | 1530 |
|
|
2024
Q3 | $41.2K | Buy |
591
+180
| +44% | +$12.6K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $24.2K | Sell |
411
-200
| -33% | -$11.8K | ﹤0.01% | 1756 |
|
|
2024
Q1 | $40K | Buy |
611
+277
| +83% | +$18.1K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $24K | Sell |
334
-226
| -40% | -$16.3K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $39.2K | Buy |
560
+282
| +101% | +$19.7K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $18.9K | Sell |
278
-309
| -53% | -$21K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $43.3K | Buy |
587
+240
| +69% | +$17.7K | ﹤0.01% | 1120 |
|
|
2022
Q4 | $23.5K | Sell |
347
-67
| -16% | -$4.54K | ﹤0.01% | 1287 |
|
|
2022
Q3 | $30K | Sell |
414
-473
| -53% | -$34.3K | ﹤0.01% | 1145 |
|
|
2022
Q2 | $96K | Buy |
887
+586
| +195% | +$63.4K | ﹤0.01% | 728 |
|
|
2022
Q1 | $35K | Sell |
301
-111
| -27% | -$12.9K | ﹤0.01% | 1026 |
|
|
2021
Q4 | $76K | Buy |
412
+102
| +33% | +$18.8K | ﹤0.01% | 749 |
|
|
2021
Q3 | $81K | Buy |
310
+38
| +14% | +$9.93K | ﹤0.01% | 661 |
|
|
2021
Q2 | $105K | Sell |
272
-111
| -29% | -$42.8K | ﹤0.01% | 470 |
|
|
2021
Q1 | $123K | Buy |
383
+44
| +13% | +$14.1K | ﹤0.01% | 422 |
|
|
2020
Q4 | $114K | Hold |
339
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $159K | Buy |
339
+38
| +13% | +$17.8K | ﹤0.01% | 268 |
|
|
2020
Q2 | $76K | Buy |
301
+226
| +301% | +$57.1K | ﹤0.01% | 359 |
|
|
2020
Q1 | $11K | Buy |
75
+38
| +103% | +$5.57K | ﹤0.01% | 687 |
|
|
2019
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 873 |
|