CarsonAllaria Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $21.4K | Sell |
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|
2025
Q1 | $27.6K | Buy |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $24.8K | Sell |
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|
2024
Q2 | $24.7K | Buy |
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|
2024
Q1 | $25.4K | Buy |
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|
2023
Q4 | $20.4K | Hold |
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|
2023
Q3 | $19.8K | Sell |
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|
2023
Q2 | $21.4K | Sell |
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|
2023
Q1 | $24.2K | Buy |
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|
2022
Q4 | $22K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $55K | Buy |
|