Corient Private Wealth’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 | $4.55M | Sell |
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|
2025
Q2 | $5.07M | Buy |
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|
2025
Q1 | $4.73M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $699K | Buy |
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