Arkadios Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Sell |
24,582
-8,665
| -26% | -$726K | 0.03% | 510 |
|
|
2025
Q4 | $2.87M | Sell |
33,247
-4,843
| -13% | -$408K | 0.06% | 344 |
|
|
2025
Q3 | $3.14M | Sell |
38,090
-3,209
| -8% | -$250K | 0.08% | 279 |
|
|
2025
Q2 | $3.22M | Buy |
41,299
+652
| +2% | +$50.4K | 0.1% | 228 |
|
|
2025
Q1 | $3M | Buy |
40,647
+1,019
| +3% | +$81.2K | 0.11% | 211 |
|
|
2024
Q4 | $3.23M | Buy |
39,628
+10,417
| +36% | +$819K | 0.18% | 122 |
|
|
2024
Q3 | $2.04M | Buy |
29,211
+2,497
| +9% | +$156K | 0.12% | 183 |
|
|
2024
Q2 | $1.58M | Sell |
26,714
-1,190
| -4% | -$73.1K | 0.11% | 198 |
|
|
2024
Q1 | $1.82M | Buy |
27,904
+486
| +2% | +$32.4K | 0.14% | 156 |
|
|
2023
Q4 | $1.97M | Sell |
27,418
-1,041
| -4% | -$68.8K | 0.17% | 130 |
|
|
2023
Q3 | $1.99M | Buy |
28,459
+7,889
| +38% | +$548K | 0.19% | 127 |
|
|
2023
Q2 | $1.4M | Sell |
20,570
-2,288
| -10% | -$153K | 0.16% | 148 |
|
|
2023
Q1 | $1.69M | Buy |
22,858
+6,089
| +36% | +$439K | 0.2% | 128 |
|
|
2022
Q4 | $1.14M | Buy |
16,769
+1,198
| +8% | +$91K | 0.15% | 155 |
|
|
2022
Q3 | $1.15M | Buy |
15,571
+1,781
| +13% | +$170K | 0.17% | 144 |
|
|
2022
Q2 | $1.49M | Sell |
13,790
-80
| -0.6% | -$8.44K | 0.22% | 126 |
|
|
2022
Q1 | $1.63M | Buy |
13,870
+6,637
| +92% | +$903K | 0.21% | 122 |
|
|
2021
Q4 | $1.33M | Buy |
7,233
+6,289
| +666% | +$1.48M | 0.18% | 135 |
|
|
2021
Q3 | $246K | Sell |
944
-475
| -33% | -$160K | 0.04% | 456 |
|
|
2021
Q2 | $549K | Sell |
1,419
-60
| -4% | -$20K | 0.07% | 307 |
|
|
2021
Q1 | $475K | Buy |
1,479
+417
| +39% | +$153K | 0.08% | 259 |
|
|
2020
Q4 | $358K | Buy |
1,062
+560
| +112% | +$250K | 0.08% | 235 |
|
|
2020
Q3 | $281K | Hold |
502
| – | – | 0.14% | 146 |
|
|
2020
Q2 | $131K | Buy |
502
+430
| +597% | +$77.4K | 0.07% | 216 |
|
|
2020
Q1 | $10.5K | Buy |
+72
| New | +$7.11K | 0.01% | 626 |
|
Other funds holding ZM
VPM
VCM
