Chicago Partners Investment Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
7,484
+3,599
| +93% | +$274K | 0.02% | 549 |
|
|
2025
Q1 | $306K | Sell |
3,885
-61
| -2% | -$4.8K | 0.01% | 680 |
|
|
2024
Q4 | $315K | Buy |
+3,946
| New | +$315K | 0.01% | 642 |
|
|
2023
Q3 | – | Sell |
-2,923
| Closed | -$204K | – | 706 |
|
|
2023
Q2 | $204K | Buy |
+2,923
| New | +$204K | 0.01% | 636 |
|
|
2022
Q1 | – | Sell |
-3,344
| Closed | -$475K | – | 609 |
|
|
2021
Q4 | $475K | Sell |
3,344
-809
| -19% | -$115K | 0.03% | 348 |
|
|
2021
Q3 | $1.03M | Buy |
4,153
+429
| +12% | +$106K | 0.07% | 221 |
|
|
2021
Q2 | $1.39M | Buy |
3,724
+363
| +11% | +$135K | 0.1% | 168 |
|
|
2021
Q1 | $1.13M | Sell |
3,361
-109
| -3% | -$36.7K | 0.09% | 184 |
|
|
2020
Q4 | $1.33M | Buy |
3,470
+1,084
| +45% | +$415K | 0.13% | 137 |
|
|
2020
Q3 | $1.08M | Buy |
2,386
+116
| +5% | +$52.4K | 0.13% | 130 |
|
|
2020
Q2 | $573K | Buy |
2,270
+720
| +46% | +$182K | 0.07% | 197 |
|
|
2020
Q1 | $233K | Buy |
+1,550
| New | +$233K | 0.04% | 299 |
|