Clearstead Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.6M | Sell |
169,533
-25,178
| -13% | -$2.11M | 0.14% | 139 |
|
|
2025
Q4 | $16.8M | Buy |
194,711
+13,621
| +8% | +$1.15M | 0.21% | 97 |
|
|
2025
Q3 | $14.9M | Buy |
181,090
+178,157
| +6,074% | +$13.9M | 0.22% | 105 |
|
|
2025
Q2 | $229K | Buy |
2,933
+1,062
| +57% | +$82.1K | ﹤0.01% | 856 |
|
|
2025
Q1 | $138K | Buy |
1,871
+348
| +23% | +$27.7K | ﹤0.01% | 914 |
|
|
2024
Q4 | $124K | Buy |
1,523
+18
| +1% | +$1.42K | ﹤0.01% | 967 |
|
|
2024
Q3 | $105K | Sell |
1,505
-79
| -5% | -$4.94K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $93.8K | Buy |
1,584
+1,495
| +1,680% | +$91.8K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $5.62K | Buy |
89
+10
| +13% | +$667 | ﹤0.01% | 1160 |
|
|
2023
Q4 | $5.68K | Sell |
79
-79
| -50% | -$5.22K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $11.1K | Buy |
158
+79
| +100% | +$5.48K | ﹤0.01% | 1107 |
|
|
2023
Q2 | $5.36K | Hold |
79
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q1 | $5.83K | Buy |
79
+59
| +295% | +$4.25K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $1.35K | Hold |
20
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q3 | $1K | Sell |
20
-14
| -41% | -$1.33K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $4K | Buy |
34
+14
| +70% | +$1.48K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q4 | $4K | Sell |
20
-10
| -33% | -$2.35K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $8K | Sell |
30
-64
| -68% | -$21.6K | ﹤0.01% | 978 |
|
|
2021
Q2 | $36K | Buy |
94
+64
| +213% | +$21.3K | ﹤0.01% | 611 |
|
|
2021
Q1 | $10K | Sell |
30
-10
| -25% | -$3.68K | ﹤0.01% | 791 |
|
|
2020
Q4 | $13K | Hold |
40
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $19K | Buy |
40
+20
| +100% | +$6.4K | ﹤0.01% | 597 |
|
|
2020
Q2 | $5K | Buy |
+20
| New | +$3.6K | ﹤0.01% | 681 |
|
Other funds holding ZM
VPM
VCM
