Americana Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
3,285
-238
| -7% | -$18.6K | 0.01% | 381 |
|
|
2025
Q1 | $260K | Sell |
3,523
-460
| -12% | -$33.9K | 0.01% | 341 |
|
|
2024
Q4 | $325K | Sell |
3,983
-500
| -11% | -$40.8K | 0.01% | 326 |
|
|
2024
Q3 | $313K | Buy |
4,483
+988
| +28% | +$68.9K | 0.02% | 308 |
|
|
2024
Q2 | $207K | Sell |
3,495
-319
| -8% | -$18.9K | 0.02% | 334 |
|
|
2024
Q1 | $249K | Sell |
3,814
-69
| -2% | -$4.51K | 0.02% | 312 |
|
|
2023
Q4 | $279K | Sell |
3,883
-29
| -0.7% | -$2.09K | 0.03% | 268 |
|
|
2023
Q3 | $268K | Buy |
+3,912
| New | +$268K | 0.03% | 252 |
|