Burns Matteson Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,801
| Closed | -$428K | – | 220 |
|
|
2025
Q1 | $428K | Buy |
5,801
+177
| +3% | +$13.1K | 0.23% | 87 |
|
|
2024
Q4 | $459K | Sell |
5,624
-74
| -1% | -$6.04K | 0.26% | 77 |
|
|
2024
Q3 | $397K | Buy |
+5,698
| New | +$397K | 0.22% | 80 |
|
|
2022
Q3 | – | Sell |
-6,117
| Closed | -$660K | – | 148 |
|
|
2022
Q2 | $660K | Buy |
6,117
+3,149
| +106% | +$340K | 0.46% | 59 |
|
|
2022
Q1 | $348K | Buy |
2,968
+489
| +20% | +$57.3K | 0.24% | 90 |
|
|
2021
Q4 | $456K | Buy |
2,479
+787
| +47% | +$145K | 0.31% | 92 |
|
|
2021
Q3 | $442K | Buy |
+1,692
| New | +$442K | 0.34% | 72 |
|