Bartlett & Co’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 959 |
|
|
2023
Q2 | $7K | Buy |
110
+35
| +47% | +$2.23K | ﹤0.01% | 962 |
|
|
2023
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 880 |
|
|
2022
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 934 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 902 |
|
|
2022
Q2 | $8K | Sell |
75
-36
| -32% | -$3.84K | ﹤0.01% | 925 |
|
|
2022
Q1 | $13K | Buy |
+111
| New | +$13K | ﹤0.01% | 798 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$9K | – | 911 |
|
|
2021
Q3 | $9K | Hold |
36
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $14K | Hold |
36
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $12K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $12K | Hold |
36
| – | – | ﹤0.01% | 716 |
|
|
2020
Q3 | $17K | Hold |
36
| – | – | ﹤0.01% | 631 |
|
|
2020
Q2 | $9K | Buy |
+36
| New | +$9K | ﹤0.01% | 691 |
|