Bellevue Asset 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 | $20.3K | Hold |
260
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $19.2K | Hold |
260
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $21.2K | Hold |
260
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $18.1K | Hold |
260
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $15.4K | Hold |
260
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $17K | Hold |
260
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $18.7K | Hold |
260
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $18.2K | Hold |
260
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $17.6K | Hold |
260
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $19.2K | Hold |
260
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $17.4K | Hold |
260
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $19K | Hold |
260
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $28K | Hold |
260
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $40K | Sell |
260
-5
| -2% | -$769 | 0.02% | 193 |
|
|
2021
Q4 | $49K | Buy |
265
+5
| +2% | +$925 | 0.03% | 182 |
|
|
2021
Q3 | $68K | Hold |
260
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $101K | Hold |
260
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $84K | Hold |
260
| – | – | 0.05% | 133 |
|
|
2020
Q4 | $100K | Hold |
260
| – | – | 0.06% | 113 |
|
|
2020
Q3 | $122K | Buy |
+260
| New | +$122K | 0.09% | 97 |
|