Bell Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11K | Buy |
104
+19
| +22% | +$1.48K | ﹤0.01% | 760 |
|
|
2025
Q1 | $6.27K | Buy |
85
+13
| +18% | +$959 | ﹤0.01% | 810 |
|
|
2024
Q4 | $5.88K | Buy |
72
+19
| +36% | +$1.55K | ﹤0.01% | 857 |
|
|
2024
Q3 | $3.7K | Hold |
53
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q2 | $3.14K | Sell |
53
-7
| -12% | -$414 | ﹤0.01% | 1154 |
|
|
2024
Q1 | $3.92K | Buy |
60
+7
| +13% | +$458 | ﹤0.01% | 1046 |
|
|
2023
Q4 | $3.81K | Sell |
53
-7
| -12% | -$503 | ﹤0.01% | 1019 |
|
|
2023
Q3 | $4.2K | Buy |
60
+13
| +28% | +$909 | ﹤0.01% | 898 |
|
|
2023
Q2 | $3.19K | Sell |
47
-6
| -11% | -$407 | ﹤0.01% | 1055 |
|
|
2023
Q1 | $3.91K | Hold |
53
| – | – | ﹤0.01% | 897 |
|
|
2022
Q4 | $3.59K | Buy |
53
+12
| +29% | +$813 | ﹤0.01% | 981 |
|
|
2022
Q3 | $3K | Sell |
41
-3
| -7% | -$220 | ﹤0.01% | 1002 |
|
|
2022
Q2 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 752 |
|
|
2021
Q4 | $4K | Buy |
21
+1
| +5% | +$190 | ﹤0.01% | 917 |
|
|
2021
Q3 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 753 |
|