Concentrum Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $347K | Buy |
|
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|
2024
Q2 | $293K | Sell |
|
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $676K | Sell |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $74K | Buy |
|