Brighton Jones 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 | $817K | Buy |
+10,481
| New | +$817K | 0.02% | 378 |
|
|
2023
Q4 | – | Sell |
-7,632
| Closed | -$534K | – | 611 |
|
|
2023
Q3 | $534K | Sell |
7,632
-50
| -0.7% | -$3.5K | 0.03% | 271 |
|
|
2023
Q2 | $521K | Buy |
7,682
+98
| +1% | +$6.65K | 0.03% | 294 |
|
|
2023
Q1 | $560K | Buy |
+7,584
| New | +$560K | 0.03% | 262 |
|
|
2022
Q1 | – | Sell |
-2,196
| Closed | -$404K | – | 556 |
|
|
2021
Q4 | $404K | Buy |
2,196
+542
| +33% | +$99.7K | 0.02% | 311 |
|
|
2021
Q3 | $433K | Buy |
1,654
+712
| +76% | +$186K | 0.02% | 294 |
|
|
2021
Q2 | $365K | Sell |
942
-250
| -21% | -$96.9K | 0.02% | 312 |
|
|
2021
Q1 | $383K | Sell |
1,192
-112
| -9% | -$36K | 0.02% | 272 |
|
|
2020
Q4 | $440K | Buy |
1,304
+79
| +6% | +$26.7K | 0.03% | 228 |
|
|
2020
Q3 | $576K | Sell |
1,225
-253
| -17% | -$119K | 0.04% | 174 |
|
|
2020
Q2 | $375K | Sell |
1,478
-1,891
| -56% | -$480K | 0.03% | 194 |
|
|
2020
Q1 | $492K | Buy |
+3,369
| New | +$492K | 0.05% | 165 |
|