Castleview Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,162
| Closed | -$94.8K | – | 594 |
|
|
2024
Q4 | $94.8K | Sell |
1,162
-10
| -0.9% | -$816 | 0.05% | 260 |
|
|
2024
Q3 | $81.7K | Sell |
1,172
-1
| -0.1% | -$70 | 0.05% | 256 |
|
|
2024
Q2 | $69.4K | Sell |
1,173
-2,650
| -69% | -$157K | 0.04% | 280 |
|
|
2024
Q1 | $250K | Sell |
3,823
-20
| -0.5% | -$1.31K | 0.14% | 158 |
|
|
2023
Q4 | $276K | Buy |
3,843
+1,235
| +47% | +$88.8K | 0.19% | 112 |
|
|
2023
Q3 | $182K | Sell |
2,608
-50
| -2% | -$3.5K | 0.17% | 122 |
|
|
2023
Q2 | $180K | Buy |
2,658
+1,309
| +97% | +$88.9K | 0.16% | 124 |
|
|
2023
Q1 | $99.6K | Buy |
1,349
+1,335
| +9,536% | +$98.6K | 0.09% | 180 |
|
|
2022
Q4 | $948 | Hold |
14
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 604 |
|
|
2022
Q1 | – | Sell |
-6,436
| Closed | -$35 | – | 1041 |
|
|
2021
Q4 | $35 | Buy |
+6,436
| New | +$35 | ﹤0.01% | 915 |
|