CarsonAllaria Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
274
-100
| -27% | -$7.8K | 0.01% | 193 |
|
|
2025
Q1 | $27.6K | Buy |
374
+19
| +5% | +$1.4K | 0.02% | 170 |
|
|
2024
Q4 | $29K | Hold |
355
| – | – | 0.02% | 169 |
|
|
2024
Q3 | $24.8K | Sell |
355
-63
| -15% | -$4.39K | 0.01% | 188 |
|
|
2024
Q2 | $24.7K | Buy |
418
+30
| +8% | +$1.78K | 0.02% | 174 |
|
|
2024
Q1 | $25.4K | Buy |
388
+105
| +37% | +$6.86K | 0.02% | 176 |
|
|
2023
Q4 | $20.4K | Hold |
283
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $19.8K | Sell |
283
-33
| -10% | -$2.31K | 0.02% | 162 |
|
|
2023
Q2 | $21.5K | Sell |
316
-12
| -4% | -$815 | 0.02% | 165 |
|
|
2023
Q1 | $24.2K | Buy |
328
+2
| +0.6% | +$148 | 0.02% | 151 |
|
|
2022
Q4 | $22K | Sell |
326
-4
| -1% | -$270 | 0.02% | 148 |
|
|
2022
Q3 | $24K | Sell |
330
-6
| -2% | -$436 | 0.02% | 138 |
|
|
2022
Q2 | $36K | Buy |
336
+43
| +15% | +$4.61K | 0.03% | 120 |
|
|
2022
Q1 | $34K | Sell |
293
-4
| -1% | -$464 | 0.03% | 131 |
|
|
2021
Q4 | $55K | Buy |
+297
| New | +$55K | 0.05% | 113 |
|