Annex Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $432K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $5.55M | Buy |
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|
2021
Q1 | $3.75M | Buy |
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|
2020
Q4 | $1.91M | Buy |
|