Avondale 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 |
-1,462
| Closed | -$95.6K | – | 133 |
|
|
2024
Q1 | $95.6K | Sell |
1,462
-1,470
| -50% | -$96.1K | 0.07% | 63 |
|
|
2023
Q4 | $211K | Sell |
2,932
-3,850
| -57% | -$277K | 0.17% | 44 |
|
|
2023
Q3 | $474K | Buy |
6,782
+1,500
| +28% | +$105K | 0.42% | 28 |
|
|
2023
Q2 | $359K | Sell |
5,282
-1,769
| -25% | -$120K | 0.3% | 32 |
|
|
2023
Q1 | $521K | Buy |
7,051
+3,100
| +78% | +$229K | 0.45% | 25 |
|
|
2022
Q4 | $268K | Sell |
3,951
-600
| -13% | -$40.6K | 0.23% | 32 |
|
|
2022
Q3 | $335K | Buy |
4,551
+1,970
| +76% | +$145K | 0.37% | 26 |
|
|
2022
Q2 | $279K | Buy |
2,581
+500
| +24% | +$54K | 0.32% | 31 |
|
|
2022
Q1 | $244K | Sell |
2,081
-210
| -9% | -$24.6K | 0.29% | 39 |
|
|
2021
Q4 | $421K | Sell |
2,291
-1,265
| -36% | -$232K | 0.43% | 29 |
|
|
2021
Q3 | $930K | Hold |
3,556
| – | – | 0.91% | 17 |
|
|
2021
Q2 | $1.38M | Sell |
3,556
-350
| -9% | -$135K | 1.29% | 16 |
|
|
2021
Q1 | $1.26M | Buy |
3,906
+3,206
| +458% | +$1.03M | 1.24% | 14 |
|
|
2020
Q4 | $236K | Buy |
700
+600
| +600% | +$202K | 0.27% | 27 |
|
|
2020
Q3 | $47K | Hold |
100
| – | – | 0.07% | 46 |
|
|
2020
Q2 | $25K | Buy |
+100
| New | +$25K | 0.04% | 61 |
|