Apella Capital’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
27,860
-3,754
| -12% | -$290K | 0.06% | 162 |
|
|
2025
Q1 | $2.27M | Buy |
31,614
+256
| +0.8% | +$18.4K | 0.08% | 128 |
|
|
2024
Q4 | $2.56M | Buy |
31,358
+2,247
| +8% | +$183K | 0.1% | 103 |
|
|
2024
Q3 | $1.97M | Buy |
29,111
+4
| +0% | +$270 | 0.08% | 107 |
|
|
2024
Q2 | $1.66M | Buy |
29,107
+7
| +0% | +$398 | 0.07% | 111 |
|
|
2024
Q1 | $1.86M | Hold |
29,100
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $1.95M | Buy |
+29,100
| New | +$1.95M | 0.11% | 93 |
|