Clearstead Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,933
+1,062
| +57% | +$82.8K | ﹤0.01% | 852 |
|
|
2025
Q1 | $138K | Buy |
1,871
+348
| +23% | +$25.7K | ﹤0.01% | 911 |
|
|
2024
Q4 | $124K | Buy |
1,523
+18
| +1% | +$1.47K | ﹤0.01% | 965 |
|
|
2024
Q3 | $105K | Sell |
1,505
-79
| -5% | -$5.51K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $93.8K | Buy |
1,584
+1,495
| +1,680% | +$88.5K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $5.62K | Buy |
89
+10
| +13% | +$631 | ﹤0.01% | 1159 |
|
|
2023
Q4 | $5.68K | Sell |
79
-79
| -50% | -$5.68K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $11.1K | Buy |
158
+79
| +100% | +$5.53K | ﹤0.01% | 1106 |
|
|
2023
Q2 | $5.36K | Hold |
79
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q1 | $5.83K | Buy |
79
+59
| +295% | +$4.36K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $1.36K | Hold |
20
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q3 | $1K | Sell |
20
-14
| -41% | -$700 | ﹤0.01% | 1217 |
|
|
2022
Q2 | $4K | Buy |
34
+14
| +70% | +$1.65K | ﹤0.01% | 1041 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q4 | $4K | Sell |
20
-10
| -33% | -$2K | ﹤0.01% | 1038 |
|
|
2021
Q3 | $8K | Sell |
30
-64
| -68% | -$17.1K | ﹤0.01% | 975 |
|
|
2021
Q2 | $36K | Buy |
94
+64
| +213% | +$24.5K | ﹤0.01% | 610 |
|
|
2021
Q1 | $10K | Sell |
30
-10
| -25% | -$3.33K | ﹤0.01% | 790 |
|
|
2020
Q4 | $13K | Hold |
40
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $19K | Buy |
40
+20
| +100% | +$9.5K | ﹤0.01% | 597 |
|
|
2020
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 681 |
|