Caprock Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $986K | Buy |
13,360
+9,827
| +278% | +$725K | 0.03% | 468 |
|
|
2024
Q4 | $288K | Buy |
+3,533
| New | +$288K | 0.01% | 820 |
|
|
2022
Q1 | – | Sell |
-1,484
| Closed | -$273K | – | 659 |
|
|
2021
Q4 | $273K | Sell |
1,484
-164
| -10% | -$30.2K | 0.02% | 463 |
|
|
2021
Q3 | $431K | Buy |
1,648
+107
| +7% | +$28K | 0.04% | 294 |
|
|
2021
Q2 | $596K | Sell |
1,541
-161
| -9% | -$62.3K | 0.05% | 235 |
|
|
2021
Q1 | $548K | Buy |
1,702
+58
| +4% | +$18.7K | 0.06% | 230 |
|
|
2020
Q4 | $555K | Buy |
1,644
+51
| +3% | +$17.2K | 0.06% | 219 |
|
|
2020
Q3 | $749K | Sell |
1,593
-1,179
| -43% | -$554K | 0.1% | 153 |
|
|
2020
Q2 | $703K | Buy |
+2,772
| New | +$703K | 0.11% | 154 |
|