Concord Wealth Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-25
| Closed | -$2.16K | – | 817 |
|
|
2025
Q4 | $2.16K | Hold |
25
| – | – | ﹤0.01% | 698 |
|
|
2025
Q3 | $2.06K | Hold |
25
| – | – | ﹤0.01% | 710 |
|
|
2025
Q2 | $1.95K | Hold |
25
| – | – | ﹤0.01% | 719 |
|
|
2025
Q1 | $1.84K | Sell |
25
-10
| -29% | -$797 | ﹤0.01% | 682 |
|
|
2024
Q4 | $2.86K | Buy |
35
+10
| +40% | +$786 | ﹤0.01% | 676 |
|
|
2024
Q3 | $1.74K | Sell |
25
-15
| -38% | -$938 | ﹤0.01% | 759 |
|
|
2024
Q2 | $2.37K | Hold |
40
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $2.62K | Hold |
40
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $2.88K | Hold |
40
| – | – | ﹤0.01% | 685 |
|
|
2023
Q3 | $2.8K | Sell |
40
-78
| -66% | -$5.41K | ﹤0.01% | 818 |
|
|
2023
Q2 | $8.01K | Buy |
118
+15
| +15% | +$1K | ﹤0.01% | 640 |
|
|
2023
Q1 | $7.61K | Sell |
103
-892
| -90% | -$64.3K | ﹤0.01% | 626 |
|
|
2022
Q4 | $67.4K | Buy |
+995
| New | +$75.6K | 0.02% | 316 |
|
|
2022
Q3 | – | Sell |
-1,903
| Closed | -$205K | – | 1207 |
|
|
2022
Q2 | $205K | Buy |
1,903
+1,404
| +281% | +$148K | 0.06% | 161 |
|
|
2022
Q1 | $58K | Sell |
499
-85
| -15% | -$11.6K | 0.02% | 404 |
|
|
2021
Q4 | $107K | Buy |
584
+443
| +314% | +$104K | 0.03% | 302 |
|
|
2021
Q3 | $37K | Sell |
141
-203
| -59% | -$68.4K | 0.02% | 273 |
|
|
2021
Q2 | $133K | Buy |
344
+133
| +63% | +$44.3K | 0.04% | 192 |
|
|
2021
Q1 | $68K | Buy |
211
+203
| +2,538% | +$74.7K | 0.02% | 284 |
|
|
2020
Q4 | $3K | Buy |
+8
| New | +$3.57K | ﹤0.01% | 507 |
|
Other funds holding ZM
VPM
VCM
