Burney Company’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,325
| Closed | -$232K | – | 622 |
|
|
2024
Q3 | $232K | Buy |
+3,325
| New | +$232K | 0.01% | 570 |
|
|
2023
Q3 | – | Sell |
-4,668
| Closed | -$317K | – | 599 |
|
|
2023
Q2 | $317K | Sell |
4,668
-55,042
| -92% | -$3.74M | 0.01% | 483 |
|
|
2023
Q1 | $4.41M | Buy |
59,710
+56,713
| +1,892% | +$4.19M | 0.22% | 135 |
|
|
2022
Q4 | $203K | Sell |
2,997
-65,495
| -96% | -$4.44M | 0.01% | 527 |
|
|
2022
Q3 | $5.04M | Buy |
+68,492
| New | +$5.04M | 0.28% | 106 |
|