Bristlecone Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,992
| Closed | -$348K | – | 375 |
|
|
2024
Q3 | $348K | Sell |
4,992
-2,883
| -37% | -$201K | 0.03% | 221 |
|
|
2024
Q2 | $466K | Buy |
7,875
+25
| +0.3% | +$1.48K | 0.04% | 190 |
|
|
2024
Q1 | $513K | Buy |
7,850
+362
| +5% | +$23.7K | 0.05% | 184 |
|
|
2023
Q4 | $538K | Sell |
7,488
-115
| -2% | -$8.27K | 0.05% | 175 |
|
|
2023
Q3 | $532K | Sell |
7,603
-1
| -0% | -$70 | 0.06% | 163 |
|
|
2023
Q2 | $516K | Hold |
7,604
| – | – | 0.05% | 174 |
|
|
2023
Q1 | $561K | Sell |
7,604
-431
| -5% | -$31.8K | 0.06% | 162 |
|
|
2022
Q4 | $544K | Buy |
8,035
+1,029
| +15% | +$69.7K | 0.07% | 163 |
|
|
2022
Q3 | $516K | Buy |
7,006
+66
| +1% | +$4.86K | 0.07% | 161 |
|
|
2022
Q2 | $749K | Buy |
6,940
+3,567
| +106% | +$385K | 0.09% | 136 |
|
|
2022
Q1 | $395K | Buy |
3,373
+1,809
| +116% | +$212K | 0.05% | 179 |
|
|
2021
Q4 | $288K | Sell |
1,564
-1,540
| -50% | -$284K | 0.03% | 195 |
|
|
2021
Q3 | $812K | Sell |
3,104
-87
| -3% | -$22.8K | 0.11% | 132 |
|
|
2021
Q2 | $1.24M | Buy |
3,191
+229
| +8% | +$88.6K | 0.17% | 112 |
|
|
2021
Q1 | $952K | Buy |
2,962
+55
| +2% | +$17.7K | 0.14% | 120 |
|
|
2020
Q4 | $981K | Buy |
2,907
+469
| +19% | +$158K | 0.16% | 118 |
|
|
2020
Q3 | $1.15M | Buy |
2,438
+1,314
| +117% | +$618K | 0.21% | 97 |
|
|
2020
Q2 | $285K | Sell |
1,124
-576
| -34% | -$146K | 0.06% | 147 |
|
|
2020
Q1 | $248K | Buy |
+1,700
| New | +$248K | 0.06% | 139 |
|