Coppell Advisory Solutions’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 |
-2
| Closed | -$165 | – | 1933 |
|
|
2024
Q4 | $165 | Hold |
2
| – | – | ﹤0.01% | 1853 |
|
|
2024
Q3 | $139 | Hold |
2
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q2 | $118 | Buy |
+2
| New | +$118 | ﹤0.01% | 1698 |
|
|
2023
Q4 | $791 | Buy |
11
+4
| +57% | +$288 | ﹤0.01% | 1455 |
|
|
2023
Q3 | $474 | Buy |
+7
| New | +$474 | ﹤0.01% | 1023 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$474 | – | 1121 |
|
|
2022
Q4 | $474 | Buy |
+7
| New | +$474 | ﹤0.01% | 1026 |
|