BWL
ZM icon

Bogart Wealth LLC’s Zoom ZM Stock Holding History

Bogart Wealth LLC’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13K Sell
14
-23
-62% -$1.93K ﹤0.01% 1415
2025
Q4 		$3.19K Buy
37
+12
+48% +$1.01K ﹤0.01% 1093
2025
Q3 		$2.06K Buy
25
+12
+92% +$936 ﹤0.01% 1147
2025
Q2 		$1.01K Sell
13
-4
-24% -$309 ﹤0.01% 1224
2025
Q1 		$1.25K Buy
17
+11
+183% +$877 ﹤0.01% 1149
2024
Q4 		$490 Buy
+6
New +$472 ﹤0.01% 1277
2024
Q2 		– Sell
-15
Closed -$981 – 1224
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% -$2.61K ﹤0.01% 945
2023
Q1 		$3.99K Buy
54
+29
+116% +$2.09K ﹤0.01% 764
2022
Q4 		$1.69K Sell
25
-99
-80% -$7.52K ﹤0.01% 806
2022
Q3 		$9K Sell
124
-4
-3% -$381 ﹤0.01% 579
2022
Q2 		$14K Buy
128
+3
+2% +$316 ﹤0.01% 486
2022
Q1 		$15K Sell
125
-6,302
-98% -$857K ﹤0.01% 436
2021
Q4 		$1.18M Sell
6,427
-1,342
-17% -$316K 0.11% 107
2021
Q3 		$2.03M Buy
7,769
+2,424
+45% +$817K 0.21% 92
2021
Q2 		$2.07M Buy
5,345
+1,780
+50% +$593K 0.23% 75
2021
Q1 		$1.15M Buy
3,565
+1,372
+63% +$505K 0.16% 99
2020
Q4 		$739K Buy
+2,193
New +$978K 0.14% 99

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return