CFM
Comprehensive Financial Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.3M | Hold |
1,171,195
| – | – | 2.55% | 4 |
|
|
2025
Q1 | $86.4M | Hold |
1,171,195
| – | – | 2.72% | 4 |
|
|
2024
Q4 | $95.6M | Hold |
1,171,195
| – | – | 2.63% | 4 |
|
|
2024
Q3 | $81.7M | Hold |
1,171,195
| – | – | 2.27% | 4 |
|
|
2024
Q2 | $69.3M | Hold |
1,171,195
| – | – | 2.44% | 4 |
|
|
2024
Q1 | $76.6M | Hold |
1,171,195
| – | – | 2.48% | 4 |
|
|
2023
Q4 | $84.2M | Hold |
1,171,195
| – | – | 2.97% | 4 |
|
|
2023
Q3 | $81.9M | Hold |
1,171,195
| – | – | 2.97% | 4 |
|
|
2023
Q2 | $79.5M | Hold |
1,171,195
| – | – | 2.62% | 4 |
|
|
2023
Q1 | $86.5M | Hold |
1,171,195
| – | – | 2.62% | 4 |
|
|
2022
Q4 | $79.3M | Hold |
1,171,195
| – | – | 2.56% | 4 |
|
|
2022
Q3 | $86.2M | Hold |
1,171,195
| – | – | 2.24% | 4 |
|
|
2022
Q2 | $126M | Hold |
1,171,195
| – | – | 3.55% | 4 |
|
|
2022
Q1 | $137M | Hold |
1,171,195
| – | – | 2.49% | 4 |
|
|
2021
Q4 | $215M | Hold |
1,171,195
| – | – | 2.76% | 4 |
|
|
2021
Q3 | $306M | Sell |
1,171,195
-33,000
| -3% | -$8.63M | 2.88% | 3 |
|
|
2021
Q2 | $466M | Sell |
1,204,195
-120,000
| -9% | -$46.4M | 3.9% | 3 |
|
|
2021
Q1 | $425M | Sell |
1,324,195
-325,000
| -20% | -$104M | 4.22% | 3 |
|
|
2020
Q4 | $556M | Sell |
1,649,195
-248,800
| -13% | -$83.9M | 5.74% | 3 |
|
|
2020
Q3 | $892M | Sell |
1,897,995
-422,470
| -18% | -$199M | 9.9% | 3 |
|
|
2020
Q2 | $588M | Sell |
2,320,465
-176,015
| -7% | -$44.6M | 6.99% | 3 |
|
|
2020
Q1 | $365M | Sell |
2,496,480
-150,000
| -6% | -$21.9M | 7.55% | 3 |
|
|
2019
Q4 | $180M | Buy |
+2,646,480
| New | +$180M | 3.38% | 3 |
|