Cetera Investment Advisers’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
26,082
+1,876
| +8% | +$146K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $1.79M | Buy |
24,206
+7,616
| +46% | +$562K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $1.35M | Buy |
16,590
+600
| +4% | +$49K | ﹤0.01% | 1945 |
|
|
2024
Q3 | $1.12M | Buy |
15,990
+3,637
| +29% | +$254K | ﹤0.01% | 2047 |
|
|
2024
Q2 | $731K | Sell |
12,353
-3,061
| -20% | -$181K | ﹤0.01% | 2300 |
|
|
2024
Q1 | $1.01M | Buy |
15,414
+3,754
| +32% | +$245K | ﹤0.01% | 2055 |
|
|
2023
Q4 | $838K | Buy |
11,660
+1,015
| +10% | +$73K | 0.01% | 1205 |
|
|
2023
Q3 | $745K | Buy |
10,645
+5,077
| +91% | +$355K | 0.01% | 1209 |
|
|
2023
Q2 | $378K | Sell |
5,568
-198
| -3% | -$13.4K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $426K | Sell |
5,766
-851
| -13% | -$62.8K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $448K | Buy |
6,617
+1,916
| +41% | +$130K | ﹤0.01% | 1434 |
|
|
2022
Q3 | $346K | Sell |
4,701
-4,298
| -48% | -$316K | 0.01% | 1188 |
|
|
2022
Q2 | $972K | Sell |
8,999
-1,381
| -13% | -$149K | 0.02% | 809 |
|
|
2022
Q1 | $1.22M | Buy |
10,380
+272
| +3% | +$31.9K | 0.02% | 750 |
|
|
2021
Q4 | $1.86M | Sell |
10,108
-333
| -3% | -$61.2K | 0.03% | 578 |
|
|
2021
Q3 | $2.73M | Buy |
10,441
+1,798
| +21% | +$470K | 0.04% | 420 |
|
|
2021
Q2 | $3.35M | Buy |
8,643
+444
| +5% | +$172K | 0.05% | 376 |
|
|
2021
Q1 | $2.63M | Buy |
8,199
+766
| +10% | +$246K | 0.05% | 355 |
|
|
2020
Q4 | $2.51M | Buy |
7,433
+5,045
| +211% | +$1.7M | 0.05% | 376 |
|
|
2020
Q3 | $1.12M | Buy |
2,388
+502
| +27% | +$236K | 0.09% | 244 |
|
|
2020
Q2 | $478K | Buy |
1,886
+394
| +26% | +$99.9K | 0.04% | 360 |
|
|
2020
Q1 | $218K | Buy |
+1,492
| New | +$218K | 0.03% | 478 |
|