Asset Dedication LLC’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312 | Hold |
4
| – | – | ﹤0.01% | 1142 |
|
|
2025
Q1 | $296 | Hold |
4
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q4 | $327 | Hold |
4
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q3 | $279 | Sell |
4
-19
| -83% | -$1.33K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $1.36K | Hold |
23
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q1 | $1K | Sell |
23
-6
| -21% | -$261 | ﹤0.01% | 967 |
|
|
2023
Q4 | $1K | Sell |
29
-3
| -9% | -$103 | ﹤0.01% | 970 |
|
|
2023
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 915 |
|
|
2023
Q2 | $2K | Buy |
32
+9
| +39% | +$563 | ﹤0.01% | 885 |
|
|
2023
Q1 | $1K | Buy |
23
+3
| +15% | +$130 | ﹤0.01% | 933 |
|
|
2022
Q4 | $1K | Sell |
20
-26
| -57% | -$1.3K | ﹤0.01% | 975 |
|
|
2022
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 802 |
|
|
2022
Q2 | $5K | Sell |
46
-33
| -42% | -$3.59K | ﹤0.01% | 405 |
|
|
2022
Q1 | $9K | Buy |
79
+7
| +10% | +$797 | ﹤0.01% | 675 |
|
|
2021
Q4 | $14K | Sell |
72
-167
| -70% | -$32.5K | ﹤0.01% | 604 |
|
|
2021
Q3 | $63K | Buy |
239
+64
| +37% | +$16.9K | 0.01% | 377 |
|
|
2021
Q2 | $68K | Buy |
175
+171
| +4,275% | +$66.4K | 0.01% | 351 |
|
|
2021
Q1 | $1K | Sell |
4
-71
| -95% | -$17.8K | ﹤0.01% | 656 |
|
|
2020
Q4 | $25K | Sell |
75
-80
| -52% | -$26.7K | 0.01% | 438 |
|
|
2020
Q3 | $73K | Buy |
155
+148
| +2,114% | +$69.7K | 0.02% | 307 |
|
|
2020
Q2 | $2K | Sell |
7
-140
| -95% | -$40K | ﹤0.01% | 598 |
|
|
2020
Q1 | $21K | Buy |
147
+85
| +137% | +$12.1K | 0.01% | 391 |
|
|
2019
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 512 |
|