Colonial Trust 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 | $7.8K | Sell |
100
-100
| -50% | -$7.8K | ﹤0.01% | 545 |
|
2025
Q1 | $14.8K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
2024
Q4 | $16.3K | Sell |
200
-90
| -31% | -$7.35K | ﹤0.01% | 428 |
|
2024
Q3 | $20.2K | Hold |
290
| – | – | ﹤0.01% | 449 |
|
2024
Q2 | $17.2K | Hold |
290
| – | – | ﹤0.01% | 448 |
|
2024
Q1 | $19K | Buy |
290
+190
| +190% | +$12.4K | ﹤0.01% | 485 |
|
2023
Q4 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 559 |
|
2023
Q2 | $6.79K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 563 |
|
2022
Q4 | $6.77K | Buy |
+100
| New | +$6.77K | ﹤0.01% | 573 |
|