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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Sell |
221,108
-483,075
| -69% | -$40.5M | 0.03% | 482 |
|
|
2025
Q4 | $60.8M | Buy |
704,183
+472,690
| +204% | +$39.8M | 0.09% | 199 |
|
|
2025
Q3 | $19.1M | Buy |
231,493
+91,332
| +65% | +$7.13M | 0.03% | 390 |
|
|
2025
Q2 | $10.9M | Buy |
140,161
+7,112
| +5% | +$550K | 0.02% | 502 |
|
|
2025
Q1 | $9.82M | Buy |
133,049
+20,725
| +18% | +$1.65M | 0.02% | 493 |
|
|
2024
Q4 | $9.12M | Buy |
112,324
+19,860
| +21% | +$1.56M | 0.02% | 505 |
|
|
2024
Q3 | $6.45M | Buy |
92,464
+67,054
| +264% | +$4.19M | 0.01% | 620 |
|
|
2024
Q2 | $1.5M | Sell |
25,410
-5,666
| -18% | -$348K | ﹤0.01% | 1047 |
|
|
2024
Q1 | $2.03M | Buy |
31,076
+15,002
| +93% | +$1,000K | 0.01% | 959 |
|
|
2023
Q4 | $1.16M | Buy |
16,074
+492
| +3% | +$32.5K | ﹤0.01% | 935 |
|
|
2023
Q3 | $1.09M | Buy |
15,582
+8,289
| +114% | +$575K | 0.01% | 729 |
|
|
2023
Q2 | $495K | Buy |
7,293
+4,762
| +188% | +$318K | ﹤0.01% | 1185 |
|
|
2023
Q1 | $1.2M | Sell |
2,531
-2,137
| -46% | -$154K | ﹤0.01% | 902 |
|
|
2022
Q4 | $316K | Buy |
4,668
+1,120
| +32% | +$85.1K | ﹤0.01% | 1125 |
|
|
2022
Q3 | $261K | Sell |
3,548
-25
| -0.7% | -$2.38K | ﹤0.01% | 956 |
|
|
2022
Q2 | $383K | Buy |
3,573
+1,814
| +103% | +$191K | ﹤0.01% | 829 |
|
|
2022
Q1 | $207K | Sell |
1,759
-526
| -23% | -$71.5K | ﹤0.01% | 859 |
|
|
2021
Q4 | $422K | Buy |
2,285
+193
| +9% | +$45.4K | 0.01% | 643 |
|
|
2021
Q3 | $547K | Buy |
2,092
+120
| +6% | +$40.5K | 0.01% | 444 |
|
|
2021
Q2 | $763K | Buy |
1,972
+373
| +23% | +$124K | 0.02% | 405 |
|
|
2021
Q1 | $514K | Buy |
1,599
+610
| +62% | +$225K | 0.01% | 443 |
|
|
2020
Q4 | $334K | Buy |
989
+20
| +2% | +$8.92K | 0.01% | 494 |
|
|
2020
Q3 | $456K | Buy |
+969
| New | +$310K | 0.02% | 332 |
|
Other funds holding ZM
VPM
VCM
