Bartlett & Co Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.19K | Hold |
|
|||||
|
2025
Q2 | $5.85K | Hold |
|
|||||
|
2025
Q1 | $5.53K | Hold |
|
|||||
|
2024
Q4 | $6.12K | Hold |
|
|||||
|
2024
Q3 | $5.23K | Sell |
|
|||||
|
2024
Q2 | $6.51K | Hold |
|
|||||
|
2024
Q1 | $7.19K | Hold |
|
|||||
|
2023
Q4 | $8.04K | Hold |
|
|||||
|
2023
Q3 | $7.69K | Hold |
|
|||||
|
2023
Q2 | $7.47K | Buy |
|
|||||
|
2023
Q1 | $5.54K | Hold |
|
|||||
|
2022
Q4 | $5.08K | Hold |
|
|||||
|
2022
Q3 | $5.52K | Hold |
|
|||||
|
2022
Q2 | $8.1K | Sell |
|
|||||
|
2022
Q1 | $13K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $9.41K | Hold |
|
|||||
|
2021
Q2 | $13.9K | Hold |
|
|||||
|
2021
Q1 | $11.6K | Hold |
|
|||||
|
2020
Q4 | $12.1K | Hold |
|
|||||
|
2020
Q3 | $16.9K | Hold |
|
|||||
|
2020
Q2 | $9.13K | Buy |
|