Capital Advisors Ltd’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2K | Buy |
22
+15
| +214% | +$1.26K | ﹤0.01% | 1138 |
|
|
2025
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1311 |
|
|
2025
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1318 |
|
|
2025
Q2 | $1K | Buy |
7
+2
| +40% | +$155 | ﹤0.01% | 1297 |
|
|
2025
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1610 |
|
|
2024
Q3 | $0 | Buy |
+5
| New | +$313 | ﹤0.01% | 1636 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | – | – | 1673 |
|
|
2024
Q1 | $0 | Buy |
5
+1
| +25% | +$67 | ﹤0.01% | 1578 |
|
|
2023
Q4 | $0 | Sell |
4
-28
| -88% | -$1.85K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $2K | Buy |
32
+14
| +78% | +$972 | ﹤0.01% | 1059 |
|
|
2023
Q2 | $1K | Buy |
+18
| New | +$1.2K | ﹤0.01% | 1247 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | – | – | 1601 |
|
|
2022
Q4 | $0 | Buy |
300
+283
| +1,665% | +$21.5K | ﹤0.01% | 1705 |
|
|
2022
Q3 | $1K | Sell |
17
-10
| -37% | -$952 | ﹤0.01% | 1164 |
|
|
2022
Q2 | $8K | Sell |
27
-20
| -43% | -$2.11K | ﹤0.01% | 537 |
|
|
2022
Q1 | $6K | Buy |
47
+4
| +9% | +$544 | ﹤0.01% | 578 |
|
|
2021
Q4 | $8K | Sell |
43
-59
| -58% | -$13.9K | ﹤0.01% | 539 |
|
|
2021
Q3 | $27K | Hold |
102
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $39K | Hold |
102
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $33K | Sell |
102
-122
| -54% | -$44.9K | 0.01% | 324 |
|
|
2020
Q4 | $38K | Buy |
224
+122
| +120% | +$54.4K | 0.01% | 303 |
|
|
2020
Q3 | $48K | Hold |
102
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $26K | Hold |
102
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $15K | Buy |
+102
| New | +$10.1K | ﹤0.01% | 336 |
|
Other funds holding ZM
VPM
VCM
