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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06K | Hold |
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|
2025
Q2 | $1.95K | Hold |
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|
2025
Q1 | $1.84K | Sell |
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|
2024
Q4 | $2.86K | Buy |
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|
2024
Q3 | $1.74K | Sell |
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|
2024
Q2 | $2.37K | Hold |
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|
2024
Q1 | $2.62K | Hold |
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|
2023
Q4 | $2.88K | Hold |
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|
2023
Q3 | $2.8K | Sell |
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|
2023
Q2 | $8.01K | Buy |
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|
2023
Q1 | $7.61K | Sell |
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|
2022
Q4 | $67.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $37K | Sell |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q4 | $3K | Buy |
|