Bank Julius Baer & Co’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.2K | Buy |
1,023
+483
| +89% | +$40.5K | ﹤0.01% | 561 |
|
|
2025
Q4 | $46.6K | Sell |
540
-2,051
| -79% | -$173K | ﹤0.01% | 589 |
|
|
2025
Q3 | $214K | Buy |
2,591
+7
| +0.3% | +$546 | ﹤0.01% | 485 |
|
|
2025
Q2 | $201K | Sell |
2,584
-389
| -13% | -$30.1K | ﹤0.01% | 443 |
|
|
2025
Q1 | $219K | Sell |
2,973
-19
| -0.6% | -$1.51K | ﹤0.01% | 420 |
|
|
2024
Q4 | $269K | Sell |
2,992
-1,383
| -32% | -$109K | ﹤0.01% | 399 |
|
|
2024
Q3 | $362K | Buy |
+4,375
| New | +$273K | ﹤0.01% | 358 |
|
|
2024
Q2 | – | Sell |
-7,331
| Closed | -$479K | – | 562 |
|
|
2024
Q1 | $479K | Sell |
7,331
-816
| -10% | -$54.4K | ﹤0.01% | 319 |
|
|
2023
Q4 | $586K | Buy |
8,147
+1,816
| +29% | +$120K | ﹤0.01% | 315 |
|
|
2023
Q3 | $443K | Buy |
6,331
+670
| +12% | +$46.5K | ﹤0.01% | 327 |
|
|
2023
Q2 | $384K | Sell |
5,661
-577
| -9% | -$38.6K | ﹤0.01% | 366 |
|
|
2023
Q1 | $461K | Sell |
6,238
-706
| -10% | -$50.9K | ﹤0.01% | 355 |
|
|
2022
Q4 | $470K | Buy |
6,944
+2,334
| +51% | +$177K | ﹤0.01% | 346 |
|
|
2022
Q3 | $339K | Buy |
4,610
+3,425
| +289% | +$326K | ﹤0.01% | 364 |
|
|
2022
Q2 | $128K | Sell |
1,185
-130
| -10% | -$13.7K | ﹤0.01% | 464 |
|
|
2022
Q1 | $154K | Buy |
1,315
+743
| +130% | +$101K | ﹤0.01% | 448 |
|
|
2021
Q4 | $105K | Sell |
572
-4,562
| -89% | -$1.07M | ﹤0.01% | 600 |
|
|
2021
Q3 | $1.34M | Buy |
5,134
+1,119
| +28% | +$377K | 0.01% | 295 |
|
|
2021
Q2 | $1.55M | Buy |
4,015
+597
| +17% | +$199K | 0.01% | 310 |
|
|
2021
Q1 | $1.1M | Sell |
3,418
-1,047
| -23% | -$385K | 0.01% | 325 |
|
|
2020
Q4 | $1.51M | Buy |
4,465
+259
| +6% | +$115K | 0.01% | 292 |
|
|
2020
Q3 | $1.8M | Sell |
4,206
-1,599
| -28% | -$511K | 0.02% | 232 |
|
|
2020
Q2 | $1.31M | Buy |
5,805
+219
| +4% | +$39.4K | 0.02% | 240 |
|
|
2020
Q1 | $816K | Buy |
+5,586
| New | +$551K | 0.02% | 252 |
|
Other funds holding ZM
VPM
VCM