Claret Asset Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
8,983
-451
| -5% | -$35.1K | 0.09% | 97 |
|
|
2025
Q1 | $696K | Buy |
9,434
+2
| +0% | +$148 | 0.1% | 93 |
|
|
2024
Q4 | $770K | Buy |
9,432
+24
| +0.3% | +$1.96K | 0.12% | 85 |
|
|
2024
Q3 | $656K | Buy |
9,408
+18
| +0.2% | +$1.26K | 0.11% | 83 |
|
|
2024
Q2 | $556K | Buy |
9,390
+1,348
| +17% | +$79.8K | 0.1% | 91 |
|
|
2024
Q1 | $526K | Sell |
8,042
-159
| -2% | -$10.4K | 0.09% | 95 |
|
|
2023
Q4 | $590K | Sell |
8,201
-221
| -3% | -$15.9K | 0.11% | 88 |
|
|
2023
Q3 | $589K | Hold |
8,422
| – | – | 0.12% | 82 |
|
|
2023
Q2 | $572K | Buy |
8,422
+1,072
| +15% | +$72.8K | 0.11% | 86 |
|
|
2023
Q1 | $543K | Sell |
7,350
-2
| -0% | -$148 | 0.11% | 91 |
|
|
2022
Q4 | $498K | Sell |
7,352
-476
| -6% | -$32.2K | 0.11% | 89 |
|
|
2022
Q3 | $576K | Buy |
7,828
+979
| +14% | +$72K | 0.14% | 78 |
|
|
2022
Q2 | $739K | Buy |
+6,849
| New | +$739K | 0.16% | 72 |
|