Avion Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4K | Buy |
64
+5
| +8% | +$313 | ﹤0.01% | 698 |
|
2025
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 615 |
|
2024
Q4 | $4K | Buy |
59
+9
| +18% | +$610 | ﹤0.01% | 613 |
|
2024
Q3 | $3K | Buy |
50
+1
| +2% | +$60 | ﹤0.01% | 650 |
|
2024
Q2 | $2K | Buy |
49
+16
| +48% | +$653 | ﹤0.01% | 663 |
|
2024
Q1 | $3K | Buy |
33
+1
| +3% | +$91 | ﹤0.01% | 611 |
|
2023
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 644 |
|
2023
Q3 | $2K | Buy |
32
+7
| +28% | +$438 | ﹤0.01% | 541 |
|
2023
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 672 |
|
2023
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 501 |
|
2022
Q3 | – | Sell |
-36
| Closed | -$4K | – | 593 |
|
2022
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 355 |
|