Cerity Partners’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
$19.1M Buy
2025
Q2
$10.9M Buy
2025
Q1
$9.82M Buy
2024
Q4
$9.12M Buy
2024
Q3
$6.45M Buy
2024
Q2
$1.5M Sell
2024
Q1
$2.03M Buy
2023
Q4
$1.16M Buy
2023
Q3
$1.09M Buy
2023
Q2
$495K Buy
2023
Q1
$1.2M Sell
2022
Q4
$316K Buy
2022
Q3
$261K Sell
2022
Q2
$383K Buy
2022
Q1
$207K Sell
2021
Q4
$422K Buy
2021
Q3
$547K Buy
2021
Q2
$763K Buy
2021
Q1
$514K Buy
2020
Q4
$334K Buy
2020
Q3
$456K Buy