AWM
Avior Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-356
| Closed | -$29.1K | – | 2394 |
|
|
2024
Q4 | $29.1K | Buy |
356
+265
| +291% | +$21.6K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $6.35K | Buy |
91
+10
| +12% | +$697 | ﹤0.01% | 1693 |
|
|
2024
Q2 | $4.79K | Sell |
81
-13
| -14% | -$769 | ﹤0.01% | 1737 |
|
|
2024
Q1 | $6.14K | Buy |
94
+63
| +203% | +$4.12K | ﹤0.01% | 2021 |
|
|
2023
Q4 | $2.23K | Buy |
+31
| New | +$2.23K | ﹤0.01% | 1290 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$6K | – | 1326 |
|
|
2022
Q2 | $6K | Sell |
62
-65
| -51% | -$6.29K | ﹤0.01% | 844 |
|
|
2022
Q1 | $14K | Hold |
127
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $23K | Sell |
127
-77
| -38% | -$13.9K | ﹤0.01% | 684 |
|
|
2021
Q3 | $53K | Sell |
204
-645
| -76% | -$168K | ﹤0.01% | 554 |
|
|
2021
Q2 | $328K | Sell |
849
-95
| -10% | -$36.7K | 0.03% | 356 |
|
|
2021
Q1 | $303K | Sell |
944
-34
| -3% | -$10.9K | 0.03% | 359 |
|
|
2020
Q4 | $329K | Sell |
978
-47
| -5% | -$15.8K | 0.04% | 335 |
|
|
2020
Q3 | $481K | Buy |
1,025
+725
| +242% | +$340K | 0.07% | 242 |
|
|
2020
Q2 | $76K | Buy |
300
+265
| +757% | +$67.1K | 0.01% | 461 |
|
|
2020
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 635 |
|