Concentrum Wealth 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 | $364K | Sell |
4,663
-296
| -6% | -$23.1K | 0.11% | 51 |
|
|
2025
Q1 | $366K | Sell |
4,959
-17
| -0.3% | -$1.25K | 0.14% | 57 |
|
|
2024
Q4 | $406K | Buy |
4,976
+3
| +0.1% | +$245 | 0.14% | 53 |
|
|
2024
Q3 | $347K | Buy |
4,973
+31
| +0.6% | +$2.16K | 0.14% | 53 |
|
|
2024
Q2 | $293K | Sell |
4,942
-2
| -0% | -$118 | 0.12% | 57 |
|
|
2024
Q1 | $323K | Sell |
4,944
-412
| -8% | -$26.9K | 0.15% | 54 |
|
|
2023
Q4 | $385K | Sell |
5,356
-100
| -2% | -$7.19K | 0.2% | 44 |
|
|
2023
Q3 | $382K | Sell |
5,456
-350
| -6% | -$24.5K | 0.23% | 43 |
|
|
2023
Q2 | $394K | Hold |
5,806
| – | – | 0.25% | 43 |
|
|
2023
Q1 | $429K | Hold |
5,806
| – | – | 0.32% | 39 |
|
|
2022
Q4 | $393K | Buy |
5,806
+36
| +0.6% | +$2.44K | 0.35% | 45 |
|
|
2022
Q3 | $425K | Hold |
5,770
| – | – | 0.37% | 40 |
|
|
2022
Q2 | $623K | Hold |
5,770
| – | – | 0.51% | 34 |
|
|
2022
Q1 | $676K | Sell |
5,770
-50
| -0.9% | -$5.86K | 0.42% | 36 |
|
|
2021
Q4 | $1.07M | Hold |
5,820
| – | – | 0.56% | 29 |
|
|
2021
Q3 | $1.52M | Sell |
5,820
-300
| -5% | -$78.5K | 0.96% | 21 |
|
|
2021
Q2 | $2.37M | Sell |
6,120
-221
| -3% | -$85.5K | 1.52% | 18 |
|
|
2021
Q1 | $2.04M | Buy |
6,341
+6,121
| +2,782% | +$1.97M | 1.54% | 18 |
|
|
2020
Q4 | $74K | Buy |
+220
| New | +$74K | 0.06% | 45 |
|