Annex 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 | $487K | Sell |
6,250
-12
| -0.2% | -$936 | 0.01% | 220 |
|
|
2025
Q1 | $462K | Sell |
6,262
-12
| -0.2% | -$885 | 0.01% | 223 |
|
|
2024
Q4 | $512K | Sell |
6,274
-5
| -0.1% | -$408 | 0.02% | 210 |
|
|
2024
Q3 | $438K | Sell |
6,279
-6
| -0.1% | -$418 | 0.01% | 197 |
|
|
2024
Q2 | $372K | Hold |
6,285
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $411K | Buy |
6,285
+20
| +0.3% | +$1.31K | 0.01% | 197 |
|
|
2023
Q4 | $451K | Sell |
6,265
-100
| -2% | -$7.19K | 0.02% | 181 |
|
|
2023
Q3 | $445K | Hold |
6,365
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $432K | Hold |
6,365
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $470K | Hold |
6,365
| – | – | 0.03% | 143 |
|
|
2022
Q4 | $431K | Hold |
6,365
| – | – | 0.02% | 158 |
|
|
2022
Q3 | $468K | Sell |
6,365
-104
| -2% | -$7.65K | 0.03% | 150 |
|
|
2022
Q2 | $698K | Buy |
6,469
+64
| +1% | +$6.91K | 0.05% | 140 |
|
|
2022
Q1 | $751K | Sell |
6,405
-104
| -2% | -$12.2K | 0.05% | 135 |
|
|
2021
Q4 | $1.2M | Sell |
6,509
-7,794
| -54% | -$1.43M | 0.08% | 118 |
|
|
2021
Q3 | $3.74M | Sell |
14,303
-11
| -0.1% | -$2.88K | 0.31% | 55 |
|
|
2021
Q2 | $5.55M | Buy |
14,314
+2,639
| +23% | +$1.02M | 0.45% | 34 |
|
|
2021
Q1 | $3.75M | Buy |
11,675
+6,005
| +106% | +$1.93M | 0.36% | 51 |
|
|
2020
Q4 | $1.91M | Buy |
+5,670
| New | +$1.91M | 0.19% | 79 |
|