Avantax Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
6,874
-1,054
| -13% | -$82.2K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $585K | Buy |
7,928
+1,470
| +23% | +$108K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $527K | Buy |
6,458
+92
| +1% | +$7.51K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $444K | Buy |
6,366
+72
| +1% | +$5.02K | ﹤0.01% | 1490 |
|
|
2024
Q2 | $373K | Buy |
6,294
+174
| +3% | +$10.3K | ﹤0.01% | 1556 |
|
|
2024
Q1 | $400K | Buy |
6,120
+1,433
| +31% | +$93.7K | ﹤0.01% | 1153 |
|
|
2023
Q4 | $337K | Sell |
4,687
-176
| -4% | -$12.7K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $340K | Sell |
4,863
-51
| -1% | -$3.57K | ﹤0.01% | 1125 |
|
|
2023
Q2 | $334K | Sell |
4,914
-1,425
| -22% | -$96.7K | ﹤0.01% | 1132 |
|
|
2023
Q1 | $468K | Buy |
6,339
+1,216
| +24% | +$89.8K | 0.01% | 948 |
|
|
2022
Q4 | $347K | Sell |
5,123
-585
| -10% | -$39.6K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $420K | Buy |
5,708
+193
| +3% | +$14.2K | 0.01% | 855 |
|
|
2022
Q2 | $595K | Buy |
5,515
+2,934
| +114% | +$317K | 0.01% | 710 |
|
|
2022
Q1 | $301K | Buy |
2,581
+319
| +14% | +$37.2K | ﹤0.01% | 1001 |
|
|
2021
Q4 | $416K | Sell |
2,262
-657
| -23% | -$121K | 0.01% | 830 |
|
|
2021
Q3 | $764K | Sell |
2,919
-219
| -7% | -$57.3K | 0.01% | 567 |
|
|
2021
Q2 | $1.22M | Sell |
3,138
-592
| -16% | -$230K | 0.02% | 436 |
|
|
2021
Q1 | $1.2M | Buy |
3,730
+1,626
| +77% | +$521K | 0.03% | 393 |
|
|
2020
Q4 | $711K | Sell |
2,104
-3,962
| -65% | -$1.34M | 0.02% | 450 |
|
|
2020
Q3 | $2.85M | Buy |
6,066
+4,937
| +437% | +$2.32M | 0.05% | 295 |
|
|
2020
Q2 | $287K | Sell |
1,129
-640
| -36% | -$163K | 0.01% | 655 |
|
|
2020
Q1 | $259K | Buy |
+1,769
| New | +$259K | 0.01% | 634 |
|