Coldstream Capital 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 | – | Sell |
-754
| Closed | -$55.6K | – | 3429 |
|
|
2025
Q1 | $55.6K | Buy |
+754
| New | +$55.6K | ﹤0.01% | 1653 |
|
|
2021
Q4 | – | Sell |
-1,032
| Closed | -$485K | – | 858 |
|
|
2021
Q3 | $485K | Buy |
1,032
+350
| +51% | +$164K | 0.02% | 253 |
|
|
2021
Q2 | $264K | Sell |
682
-4
| -0.6% | -$1.55K | 0.01% | 423 |
|
|
2021
Q1 | $220K | Sell |
686
-3
| -0.4% | -$962 | 0.01% | 403 |
|
|
2020
Q4 | $232K | Sell |
689
-343
| -33% | -$115K | 0.01% | 353 |
|
|
2020
Q3 | $485K | Hold |
1,032
| – | – | 0.04% | 190 |
|
|
2020
Q2 | $262K | Buy |
+1,032
| New | +$262K | 0.02% | 248 |
|