BerganKDV Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.39K | Sell |
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|
2023
Q1 | $3.99K | Sell |
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|
2022
Q4 | $4.54K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $22K | Buy |
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|
2020
Q4 | $23K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $9K | Buy |
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