Bartlett & Co Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85K | Hold |
75
| – | – | ﹤0.01% | 976 |
|
|
2025
Q1 | $5.53K | Hold |
75
| – | – | ﹤0.01% | 976 |
|
|
2024
Q4 | $6.12K | Hold |
75
| – | – | ﹤0.01% | 951 |
|
|
2024
Q3 | $5.23K | Sell |
75
-35
| -32% | -$2.44K | ﹤0.01% | 973 |
|
|
2024
Q2 | $6.51K | Hold |
110
| – | – | ﹤0.01% | 963 |
|
|
2024
Q1 | $7.19K | Hold |
110
| – | – | ﹤0.01% | 946 |
|
|
2023
Q4 | $8.04K | Hold |
110
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q3 | $7.69K | Hold |
110
| – | – | ﹤0.01% | 957 |
|
|
2023
Q2 | $7.47K | Buy |
110
+35
| +47% | +$2.38K | ﹤0.01% | 952 |
|
|
2023
Q1 | $5.54K | Hold |
75
| – | – | ﹤0.01% | 882 |
|
|
2022
Q4 | $5.08K | Hold |
75
| – | – | ﹤0.01% | 918 |
|
|
2022
Q3 | $5.52K | Hold |
75
| – | – | ﹤0.01% | 905 |
|
|
2022
Q2 | $8.1K | Sell |
75
-36
| -32% | -$3.89K | ﹤0.01% | 916 |
|
|
2022
Q1 | $13K | Buy |
+111
| New | +$13K | ﹤0.01% | 793 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$9.41K | – | 911 |
|
|
2021
Q3 | $9.41K | Hold |
36
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $13.9K | Hold |
36
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $11.6K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $12.1K | Hold |
36
| – | – | ﹤0.01% | 711 |
|
|
2020
Q3 | $16.9K | Hold |
36
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $9.13K | Buy |
+36
| New | +$9.13K | ﹤0.01% | 688 |
|