Atlas Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
4,195
-1,730
| -29% | -$135K | 0.04% | 324 |
|
|
2025
Q1 | $437K | Sell |
5,925
-5,273
| -47% | -$389K | 0.05% | 283 |
|
|
2024
Q4 | $914K | Buy |
11,198
+8,754
| +358% | +$714K | 0.12% | 151 |
|
|
2024
Q3 | $170K | Buy |
+2,444
| New | +$170K | 0.03% | 402 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$26.2K | – | 966 |
|
|
2021
Q3 | $26.2K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $38.7K | Hold |
100
| – | – | 0.01% | 559 |
|
|
2021
Q1 | $32.1K | Hold |
100
| – | – | 0.01% | 539 |
|
|
2020
Q4 | $33.7K | Buy |
+100
| New | +$33.7K | 0.01% | 500 |
|