Corient Private Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Buy |
127,482
+63,428
| +99% | +$4.95M | 0.01% | 576 |
|
|
2025
Q1 | $4.73M | Buy |
64,054
+3,304
| +5% | +$244K | 0.01% | 697 |
|
|
2024
Q4 | $4.96M | Buy |
60,750
+44,109
| +265% | +$3.6M | 0.01% | 700 |
|
|
2024
Q3 | $1.16M | Buy |
16,641
+5,906
| +55% | +$412K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $635K | Buy |
10,735
+3,407
| +46% | +$202K | ﹤0.01% | 1514 |
|
|
2024
Q1 | $479K | Buy |
7,328
+162
| +2% | +$10.6K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $515K | Buy |
7,166
+777
| +12% | +$55.9K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $447K | Buy |
6,389
+1,076
| +20% | +$75.3K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $361K | Sell |
5,313
-3,802
| -42% | -$258K | ﹤0.01% | 1611 |
|
|
2023
Q1 | $675K | Sell |
9,115
-2,011
| -18% | -$149K | ﹤0.01% | 1243 |
|
|
2022
Q4 | $699K | Buy |
+11,126
| New | +$699K | ﹤0.01% | 1033 |
|