Baldwin Wealth Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7
| Closed | -$414 | – | 1177 |
|
|
2024
Q2 | $414 | Buy |
+7
| New | +$414 | ﹤0.01% | 741 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$271 | – | 819 |
|
|
2022
Q4 | $271 | Sell |
4
-1,521
| -100% | -$103K | ﹤0.01% | 772 |
|
|
2022
Q3 | $112K | Hold |
1,525
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $164K | Hold |
1,525
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $179K | Buy |
1,525
+80
| +6% | +$9.39K | 0.02% | 221 |
|
|
2021
Q4 | $266K | Buy |
1,445
+120
| +9% | +$22.1K | 0.03% | 180 |
|
|
2021
Q3 | $347K | Hold |
1,325
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $512K | Hold |
1,325
| – | – | 0.06% | 116 |
|
|
2021
Q1 | $426K | Sell |
1,325
-26
| -2% | -$8.36K | 0.05% | 121 |
|
|
2020
Q4 | $456K | Buy |
1,351
+186
| +16% | +$62.8K | 0.06% | 107 |
|
|
2020
Q3 | $548K | Hold |
1,165
| – | – | 0.07% | 94 |
|
|
2020
Q2 | $296K | Sell |
1,165
-185
| -14% | -$47K | 0.04% | 132 |
|
|
2020
Q1 | $197K | Buy |
+1,350
| New | +$197K | 0.03% | 146 |
|