Center for Financial Planning’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 |
-17
| Closed | -$1.26K | – | 722 |
|
|
2025
Q1 | $1.26K | Hold |
17
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $1.39K | Hold |
17
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $1.19K | Hold |
17
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $1.11K | Hold |
17
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $1.22K | Hold |
17
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $1.19K | Hold |
17
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $1.15K | Hold |
17
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $1.26K | Hold |
17
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $1.15K | Hold |
17
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $7K | Sell |
17
-44
| -72% | -$18.1K | ﹤0.01% | 404 |
|
|
2021
Q1 | $20K | Hold |
61
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $21K | Hold |
61
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $29K | Hold |
61
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $15K | Hold |
61
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 355 |
|