Concourse Financial Group Securities’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,810
| Closed | -$540K | – | 8679 |
|
|
2024
Q4 | $540K | Sell |
6,810
-212
| -3% | -$16.8K | 0.03% | 459 |
|
|
2024
Q3 | $490K | Buy |
7,022
+187
| +3% | +$13K | 0.03% | 461 |
|
|
2024
Q2 | $405K | Buy |
6,835
+1,782
| +35% | +$105K | 0.03% | 504 |
|
|
2024
Q1 | $330K | Buy |
5,053
+4,437
| +720% | +$290K | 0.02% | 527 |
|
|
2023
Q4 | $44.3K | Buy |
616
+10
| +2% | +$719 | ﹤0.01% | 1177 |
|
|
2023
Q3 | $42.4K | Sell |
606
-38
| -6% | -$2.66K | ﹤0.01% | 1137 |
|
|
2023
Q2 | $43.7K | Sell |
644
-6
| -0.9% | -$407 | ﹤0.01% | 1141 |
|
|
2023
Q1 | $48K | Sell |
650
-54
| -8% | -$3.99K | ﹤0.01% | 1110 |
|
|
2022
Q4 | $47.7K | Sell |
704
-124
| -15% | -$8.4K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $61K | Sell |
828
-120
| -13% | -$8.84K | 0.01% | 882 |
|
|
2022
Q2 | $102K | Sell |
948
-9
| -0.9% | -$968 | 0.01% | 808 |
|
|
2022
Q1 | $112K | Buy |
957
+171
| +22% | +$20K | 0.01% | 820 |
|
|
2021
Q4 | $145K | Buy |
786
+65
| +9% | +$12K | 0.01% | 842 |
|
|
2021
Q3 | $189K | Buy |
721
+106
| +17% | +$27.8K | 0.01% | 733 |
|
|
2021
Q2 | $238K | Sell |
615
-281
| -31% | -$109K | 0.01% | 657 |
|
|
2021
Q1 | $288K | Sell |
896
-133
| -13% | -$42.8K | 0.02% | 566 |
|
|
2020
Q4 | $347K | Buy |
1,029
+542
| +111% | +$183K | 0.03% | 459 |
|
|
2020
Q3 | $229K | Sell |
487
-31
| -6% | -$14.6K | 0.02% | 513 |
|
|
2020
Q2 | $131K | Sell |
518
-159
| -23% | -$40.2K | 0.01% | 634 |
|
|
2020
Q1 | $99K | Buy |
677
+522
| +337% | +$76.3K | 0.01% | 665 |
|
|
2019
Q4 | $11K | Buy |
155
+100
| +182% | +$7.1K | ﹤0.01% | 1422 |
|
|
2019
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 1403 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5766 |
|