Avantax 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
Q2 | $536K | Sell |
|
|||||
|
2025
Q1 | $585K | Buy |
|
|||||
|
2024
Q4 | $527K | Buy |
|
|||||
|
2024
Q3 | $444K | Buy |
|
|||||
|
2024
Q2 | $373K | Buy |
|
|||||
|
2024
Q1 | $400K | Buy |
|
|||||
|
2023
Q4 | $337K | Sell |
|
|||||
|
2023
Q3 | $340K | Sell |
|
|||||
|
2023
Q2 | $334K | Sell |
|
|||||
|
2023
Q1 | $468K | Buy |
|
|||||
|
2022
Q4 | $347K | Sell |
|
|||||
|
2022
Q3 | $420K | Buy |
|
|||||
|
2022
Q2 | $595K | Buy |
|
|||||
|
2022
Q1 | $301K | Buy |
|
|||||
|
2021
Q4 | $416K | Sell |
|
|||||
|
2021
Q3 | $764K | Sell |
|
|||||
|
2021
Q2 | $1.22M | Sell |
|
|||||
|
2021
Q1 | $1.2M | Buy |
|
|||||
|
2020
Q4 | $711K | Sell |
|
|||||
|
2020
Q3 | $2.85M | Buy |
|
|||||
|
2020
Q2 | $287K | Sell |
|
|||||
|
2020
Q1 | $259K | Buy |
|