CAPTRUST Financial Advisors’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 | $9.24M | Sell |
114,885
-1,610
| -1% | -$135K | 0.02% | 564 |
|
|
2025
Q4 | $10.1M | Buy |
116,495
+80,497
| +224% | +$6.78M | 0.02% | 485 |
|
|
2025
Q3 | $2.97M | Buy |
35,998
+13,341
| +59% | +$1.04M | 0.01% | 843 |
|
|
2025
Q2 | $1.77M | Buy |
22,657
+6,544
| +41% | +$506K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $1.19M | Sell |
16,113
-1,862
| -10% | -$148K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $1.47M | Buy |
17,975
+6,614
| +58% | +$520K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $792K | Buy |
11,361
+4,584
| +68% | +$287K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $401K | Buy |
6,777
+2,629
| +63% | +$161K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $271K | Sell |
4,148
-2,262
| -35% | -$151K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $461K | Sell |
6,410
-2,216
| -26% | -$147K | ﹤0.01% | 1790 |
|
|
2023
Q3 | $603K | Buy |
8,626
+271
| +3% | +$18.8K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $567K | Sell |
8,355
-111
| -1% | -$7.42K | ﹤0.01% | 1555 |
|
|
2023
Q1 | $625K | Buy |
8,466
+997
| +13% | +$71.8K | ﹤0.01% | 1282 |
|
|
2022
Q4 | $506K | Sell |
7,469
-1,008
| -12% | -$76.6K | ﹤0.01% | 1323 |
|
|
2022
Q3 | $624K | Buy |
8,477
+2,290
| +37% | +$218K | ﹤0.01% | 1145 |
|
|
2022
Q2 | $668K | Buy |
6,187
+1,395
| +29% | +$147K | ﹤0.01% | 1022 |
|
|
2022
Q1 | $562K | Buy |
4,792
+2,737
| +133% | +$372K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $378K | Sell |
2,055
-823
| -29% | -$194K | ﹤0.01% | 1263 |
|
|
2021
Q3 | $753K | Sell |
2,878
-16
| -0.6% | -$5.39K | 0.01% | 864 |
|
|
2021
Q2 | $1.12M | Buy |
2,894
+147
| +5% | +$49K | 0.01% | 677 |
|
|
2021
Q1 | $883K | Buy |
2,747
+783
| +40% | +$288K | 0.01% | 747 |
|
|
2020
Q4 | $662K | Buy |
1,964
+919
| +88% | +$410K | 0.01% | 742 |
|
|
2020
Q3 | $505K | Sell |
1,045
-613
| -37% | -$196K | 0.01% | 708 |
|
|
2020
Q2 | $430K | Buy |
1,658
+549
| +50% | +$98.8K | 0.01% | 758 |
|
|
2020
Q1 | $152K | Buy |
+1,109
| New | +$109K | ﹤0.01% | 963 |
|
|
2019
Q4 | – | Sell |
-260
| Closed | -$20K | – | 1845 |
|
|
2019
Q3 | $20K | Sell |
260
-140
| -35% | -$12.6K | ﹤0.01% | 1310 |
|
|
2019
Q2 | $36K | Buy |
+400
| New | +$32.9K | ﹤0.01% | 1100 |
|
Other funds holding ZM
VPM
VCM
