BerganKDV Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.39K | Sell |
50
-4
| -7% | -$272 | ﹤0.01% | 644 |
|
|
2023
Q1 | $3.99K | Sell |
54
-13
| -19% | -$960 | ﹤0.01% | 723 |
|
|
2022
Q4 | $4.54K | Sell |
67
-86
| -56% | -$5.83K | ﹤0.01% | 685 |
|
|
2022
Q3 | $11K | Sell |
153
-1
| -0.6% | -$72 | ﹤0.01% | 565 |
|
|
2022
Q2 | $17K | Sell |
154
-2
| -1% | -$221 | ﹤0.01% | 512 |
|
|
2022
Q1 | $18K | Buy |
156
+2
| +1% | +$231 | ﹤0.01% | 529 |
|
|
2021
Q4 | $28K | Buy |
154
+91
| +144% | +$16.5K | ﹤0.01% | 498 |
|
|
2021
Q3 | $16K | Sell |
63
-6
| -9% | -$1.52K | ﹤0.01% | 567 |
|
|
2021
Q2 | $27K | Hold |
69
| – | – | ﹤0.01% | 484 |
|
|
2021
Q1 | $22K | Buy |
69
+1
| +1% | +$319 | ﹤0.01% | 478 |
|
|
2020
Q4 | $23K | Buy |
68
+50
| +278% | +$16.9K | ﹤0.01% | 455 |
|
|
2020
Q3 | $8K | Sell |
18
-16
| -47% | -$7.11K | ﹤0.01% | 540 |
|
|
2020
Q2 | $9K | Buy |
+34
| New | +$9K | ﹤0.01% | 558 |
|