Beacon Pointe Advisors’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 | $10.7M | Buy |
133,615
+12,841
| +11% | +$1.08M | 0.06% | 301 |
|
|
2025
Q4 | $10.4M | Sell |
120,774
-1,191
| -1% | -$100K | 0.07% | 246 |
|
|
2025
Q3 | $10.1M | Buy |
121,965
+1,648
| +1% | +$129K | 0.09% | 222 |
|
|
2025
Q2 | $9.38M | Buy |
120,317
+9,153
| +8% | +$708K | 0.1% | 189 |
|
|
2025
Q1 | $8.2M | Sell |
111,164
-71
| -0.1% | -$5.66K | 0.09% | 203 |
|
|
2024
Q4 | $9.08M | Buy |
111,235
+13,642
| +14% | +$1.07M | 0.1% | 181 |
|
|
2024
Q3 | $6.81M | Buy |
97,593
+1,687
| +2% | +$105K | 0.08% | 227 |
|
|
2024
Q2 | $5.68M | Sell |
95,906
-18,816
| -16% | -$1.16M | 0.07% | 251 |
|
|
2024
Q1 | $7.5M | Buy |
114,722
+39,024
| +52% | +$2.6M | 0.08% | 217 |
|
|
2023
Q4 | $5.44M | Buy |
75,698
+67,967
| +879% | +$4.49M | 0.07% | 263 |
|
|
2023
Q3 | $541K | Buy |
+7,731
| New | +$537K | 0.01% | 843 |
|
|
2022
Q3 | – | Sell |
-2,555
| Closed | -$276K | – | 1074 |
|
|
2022
Q2 | $276K | Buy |
+2,555
| New | +$269K | 0.01% | 853 |
|
|
2021
Q4 | – | Sell |
-988
| Closed | -$258K | – | 1019 |
|
|
2021
Q3 | $258K | Buy |
988
+12
| +1% | +$4.05K | 0.01% | 764 |
|
|
2021
Q2 | $378K | Buy |
976
+287
| +42% | +$95.6K | 0.01% | 578 |
|
|
2021
Q1 | $221K | Sell |
689
-1,001
| -59% | -$368K | 0.01% | 470 |
|
|
2020
Q4 | $569K | Buy |
1,690
+942
| +126% | +$420K | 0.04% | 262 |
|
|
2020
Q3 | $352K | Sell |
748
-803
| -52% | -$257K | 0.03% | 277 |
|
|
2020
Q2 | $393K | Buy |
+1,551
| New | +$279K | 0.04% | 267 |
|
|
2020
Q1 | – | Sell |
-116,664
| Closed | -$7.94M | – | 320 |
|
|
2019
Q4 | $7.94M | Buy |
+116,664
| New | +$8.03M | 2.46% | 8 |
|
Other funds holding ZM
VPM
VCM
