Axxcess Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,442
| Closed | -$356K | – | 963 |
|
|
2024
Q1 | $356K | Sell |
5,442
-4,886
| -47% | -$319K | 0.01% | 625 |
|
|
2023
Q4 | $743K | Buy |
10,328
+534
| +5% | +$38.4K | 0.02% | 415 |
|
|
2023
Q3 | $685K | Buy |
9,794
+39
| +0.4% | +$2.73K | 0.02% | 392 |
|
|
2023
Q2 | $662K | Buy |
9,755
+614
| +7% | +$41.7K | 0.05% | 289 |
|
|
2023
Q1 | $675K | Buy |
9,141
+1,069
| +13% | +$78.9K | 0.05% | 303 |
|
|
2022
Q4 | $547K | Sell |
8,072
-2,891
| -26% | -$196K | 0.05% | 345 |
|
|
2022
Q3 | $807K | Buy |
10,963
+349
| +3% | +$25.7K | 0.08% | 219 |
|
|
2022
Q2 | $1.15M | Buy |
10,614
+936
| +10% | +$101K | 0.11% | 167 |
|
|
2022
Q1 | $1.14M | Buy |
9,678
+923
| +11% | +$108K | 0.09% | 193 |
|
|
2021
Q4 | $1.61M | Buy |
+8,755
| New | +$1.61M | 0.12% | 139 |
|