Ameritas Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
13,506
-187
| -1% | -$14.6K | 0.05% | 329 |
|
|
2025
Q1 | $1.01M | Sell |
13,693
-1,402
| -9% | -$104K | 0.04% | 391 |
|
|
2024
Q4 | $1.23M | Buy |
15,095
+610
| +4% | +$49.8K | 0.04% | 359 |
|
|
2024
Q3 | $1.01M | Buy |
14,485
+992
| +7% | +$69.2K | 0.04% | 382 |
|
|
2024
Q2 | $799K | Buy |
13,493
+942
| +8% | +$55.8K | 0.03% | 469 |
|
|
2024
Q1 | $820K | Buy |
12,551
+3,589
| +40% | +$234K | 0.03% | 428 |
|
|
2023
Q4 | $642K | Buy |
8,962
+663
| +8% | +$47.5K | 0.04% | 375 |
|
|
2023
Q3 | $578K | Buy |
+8,299
| New | +$578K | 0.03% | 470 |
|
|
2023
Q2 | – | Sell |
-3,142
| Closed | -$209K | – | 2593 |
|
|
2023
Q1 | $209K | Sell |
3,142
-68
| -2% | -$4.53K | 0.01% | 754 |
|
|
2022
Q4 | $217K | Sell |
3,210
-171
| -5% | -$11.6K | 0.01% | 799 |
|
|
2022
Q3 | $249K | Buy |
3,381
+223
| +7% | +$16.4K | 0.01% | 642 |
|
|
2022
Q2 | $341K | Buy |
3,158
+660
| +26% | +$71.3K | 0.02% | 567 |
|
|
2022
Q1 | $293K | Buy |
2,498
+721
| +41% | +$84.6K | 0.01% | 669 |
|
|
2021
Q4 | $327K | Buy |
+1,777
| New | +$327K | 0.01% | 622 |
|