CAZ Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
500
| – | – | 0.22% | 18 |
|
|
2025
Q1 | $37K | Hold |
500
| – | – | 0.27% | 18 |
|
|
2024
Q4 | $41K | Sell |
500
-500
| -50% | -$41K | 0.06% | 24 |
|
|
2024
Q3 | $70K | Hold |
1,000
| – | – | 0.04% | 22 |
|
|
2024
Q2 | $59K | Hold |
1,000
| – | – | 0.02% | 24 |
|
|
2024
Q1 | $65K | Hold |
1,000
| – | – | 0.12% | 23 |
|
|
2023
Q4 | $72K | Hold |
1,000
| – | – | 0.1% | 26 |
|
|
2023
Q3 | $70K | Sell |
1,000
-1,200
| -55% | -$84K | 0.13% | 24 |
|
|
2023
Q2 | $149K | Hold |
2,200
| – | – | 0.18% | 20 |
|
|
2023
Q1 | $162K | Hold |
2,200
| – | – | 0.33% | 19 |
|
|
2022
Q4 | $149K | Buy |
2,200
+1,100
| +100% | +$74.5K | 0.27% | 26 |
|
|
2022
Q3 | $81K | Hold |
1,100
| – | – | 0.34% | 27 |
|
|
2022
Q2 | $119K | Buy |
1,100
+300
| +38% | +$32.5K | 0.36% | 24 |
|
|
2022
Q1 | $94K | Buy |
+800
| New | +$94K | 0.05% | 26 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$219K | – | 55 |
|
|
2020
Q1 | $219K | Buy |
+1,500
| New | +$219K | 0.56% | 23 |
|