Cerity Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
140,161
+7,112
| +5% | +$555K | 0.02% | 501 |
|
|
2025
Q1 | $9.82M | Buy |
133,049
+20,725
| +18% | +$1.53M | 0.02% | 488 |
|
|
2024
Q4 | $9.12M | Buy |
112,324
+19,860
| +21% | +$1.61M | 0.02% | 505 |
|
|
2024
Q3 | $6.45M | Buy |
92,464
+67,054
| +264% | +$4.68M | 0.01% | 620 |
|
|
2024
Q2 | $1.5M | Sell |
25,410
-5,666
| -18% | -$335K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $2.03M | Buy |
31,076
+15,002
| +93% | +$981K | 0.01% | 959 |
|
|
2023
Q4 | $1.16M | Buy |
16,074
+492
| +3% | +$35.4K | ﹤0.01% | 930 |
|
|
2023
Q3 | $1.09M | Buy |
15,582
+8,289
| +114% | +$580K | 0.01% | 726 |
|
|
2023
Q2 | $495K | Buy |
7,293
+4,762
| +188% | +$323K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $1.2M | Sell |
2,531
-2,137
| -46% | -$1.01M | ﹤0.01% | 900 |
|
|
2022
Q4 | $316K | Buy |
4,668
+1,120
| +32% | +$75.9K | ﹤0.01% | 1124 |
|
|
2022
Q3 | $261K | Sell |
3,548
-25
| -0.7% | -$1.84K | ﹤0.01% | 956 |
|
|
2022
Q2 | $383K | Buy |
3,573
+1,814
| +103% | +$194K | ﹤0.01% | 828 |
|
|
2022
Q1 | $207K | Sell |
1,759
-526
| -23% | -$61.9K | ﹤0.01% | 859 |
|
|
2021
Q4 | $422K | Buy |
2,285
+193
| +9% | +$35.6K | 0.01% | 643 |
|
|
2021
Q3 | $547K | Buy |
2,092
+120
| +6% | +$31.4K | 0.01% | 444 |
|
|
2021
Q2 | $763K | Buy |
1,972
+373
| +23% | +$144K | 0.02% | 405 |
|
|
2021
Q1 | $514K | Buy |
1,599
+610
| +62% | +$196K | 0.01% | 443 |
|
|
2020
Q4 | $334K | Buy |
989
+20
| +2% | +$6.75K | 0.01% | 494 |
|
|
2020
Q3 | $456K | Buy |
+969
| New | +$456K | 0.02% | 332 |
|