Bedel Financial Consulting’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-144
| Closed | -$17K | – | 950 |
|
|
2022
Q1 | $17K | Hold |
144
| – | – | 0.01% | 579 |
|
|
2021
Q4 | $26K | Sell |
144
-25
| -15% | -$4.51K | 0.01% | 518 |
|
|
2021
Q3 | $44K | Buy |
169
+50
| +42% | +$13K | 0.02% | 398 |
|
|
2021
Q2 | $46K | Hold |
119
| – | – | 0.02% | 389 |
|
|
2021
Q1 | $38K | Hold |
119
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $40K | Buy |
119
+20
| +20% | +$6.72K | 0.02% | 344 |
|
|
2020
Q3 | $47K | Sell |
99
-36
| -27% | -$17.1K | 0.02% | 310 |
|
|
2020
Q2 | $34K | Buy |
135
+30
| +29% | +$7.56K | 0.02% | 330 |
|
|
2020
Q1 | $15K | Buy |
105
+50
| +91% | +$7.14K | 0.01% | 426 |
|
|
2019
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 600 |
|
|
2019
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 582 |
|