Avitas Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,918
| Closed | -$256K | – | 213 |
|
|
2024
Q1 | $256K | Sell |
3,918
-33
| -0.8% | -$2.16K | 0.04% | 200 |
|
|
2023
Q4 | $284K | Sell |
3,951
-22
| -0.6% | -$1.58K | 0.05% | 187 |
|
|
2023
Q3 | $278K | Sell |
3,973
-128
| -3% | -$8.95K | 0.05% | 189 |
|
|
2023
Q2 | $278K | Buy |
+4,101
| New | +$278K | 0.05% | 187 |
|
|
2022
Q1 | – | Sell |
-7,178
| Closed | -$1.32M | – | 221 |
|
|
2021
Q4 | $1.32M | Sell |
7,178
-2,384
| -25% | -$438K | 0.22% | 113 |
|
|
2021
Q3 | $2.5M | Sell |
9,562
-143
| -1% | -$37.4K | 0.46% | 87 |
|
|
2021
Q2 | $3.76M | Buy |
9,705
+213
| +2% | +$82.4K | 0.67% | 54 |
|
|
2021
Q1 | $3.05M | Sell |
9,492
-620
| -6% | -$199K | 0.6% | 63 |
|
|
2020
Q4 | $3.41M | Sell |
10,112
-6
| -0.1% | -$2.02K | 0.69% | 42 |
|
|
2020
Q3 | $4.76M | Sell |
10,118
-41
| -0.4% | -$19.3K | 1.33% | 15 |
|
|
2020
Q2 | $2.58M | Sell |
10,159
-4,141
| -29% | -$1.05M | 0.86% | 35 |
|
|
2020
Q1 | $2.09M | Buy |
+14,300
| New | +$2.09M | 0.95% | 35 |
|