Carolina Wealth Advisors’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 |
-10
| Closed | -$738 | – | 312 |
|
|
2025
Q1 | $738 | Hold |
10
| – | – | ﹤0.01% | 258 |
|
|
2024
Q4 | $816 | Buy |
+10
| New | +$816 | ﹤0.01% | 268 |
|
|
2024
Q2 | – | Sell |
-13
| Closed | -$849 | – | 237 |
|
|
2024
Q1 | $849 | Hold |
13
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $934 | Hold |
13
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $909 | Hold |
13
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $882 | Sell |
13
-2
| -13% | -$136 | ﹤0.01% | 228 |
|
|
2023
Q1 | $1.11K | Buy |
15
+2
| +15% | +$148 | ﹤0.01% | 234 |
|
|
2022
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 227 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 236 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 260 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 253 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 252 |
|
|
2021
Q3 | $3K | Sell |
13
-15
| -54% | -$3.46K | ﹤0.01% | 237 |
|
|
2021
Q2 | $11K | Hold |
28
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $9K | Hold |
28
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $9K | Hold |
28
| – | – | 0.01% | 153 |
|
|
2020
Q3 | $13K | Sell |
28
-12
| -30% | -$5.57K | 0.01% | 127 |
|
|
2020
Q2 | $10K | Buy |
+40
| New | +$10K | 0.01% | 118 |
|