Bogart Wealth LLC’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Sell |
13
-4
| -24% | -$312 | ﹤0.01% | 1219 |
|
|
2025
Q1 | $1.25K | Buy |
17
+11
| +183% | +$811 | ﹤0.01% | 1140 |
|
|
2024
Q4 | $490 | Buy |
+6
| New | +$490 | ﹤0.01% | 1270 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$981 | – | 1221 |
|
|
2024
Q1 | $981 | Hold |
15
| – | – | ﹤0.01% | 968 |
|
|
2023
Q4 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 955 |
|
|
2023
Q3 | $1.05K | Hold |
15
| – | – | ﹤0.01% | 954 |
|
|
2023
Q2 | $1.02K | Sell |
15
-39
| -72% | -$2.65K | ﹤0.01% | 945 |
|
|
2023
Q1 | $3.99K | Buy |
54
+29
| +116% | +$2.14K | ﹤0.01% | 764 |
|
|
2022
Q4 | $1.69K | Sell |
25
-99
| -80% | -$6.71K | ﹤0.01% | 806 |
|
|
2022
Q3 | $9K | Sell |
124
-4
| -3% | -$290 | ﹤0.01% | 578 |
|
|
2022
Q2 | $14K | Buy |
128
+3
| +2% | +$328 | ﹤0.01% | 486 |
|
|
2022
Q1 | $15K | Sell |
125
-6,302
| -98% | -$756K | ﹤0.01% | 433 |
|
|
2021
Q4 | $1.18M | Sell |
6,427
-1,342
| -17% | -$247K | 0.11% | 107 |
|
|
2021
Q3 | $2.03M | Buy |
7,769
+2,424
| +45% | +$634K | 0.21% | 92 |
|
|
2021
Q2 | $2.07M | Buy |
5,345
+1,780
| +50% | +$689K | 0.23% | 75 |
|
|
2021
Q1 | $1.15M | Buy |
3,565
+1,372
| +63% | +$441K | 0.16% | 99 |
|
|
2020
Q4 | $739K | Buy |
+2,193
| New | +$739K | 0.14% | 99 |
|