Creative Planning’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
51,614
+8,778
| +20% | +$685K | ﹤0.01% | 869 |
|
|
2025
Q1 | $3.16M | Buy |
42,836
+3,454
| +9% | +$255K | ﹤0.01% | 909 |
|
|
2024
Q4 | $3.21M | Buy |
39,382
+4,860
| +14% | +$397K | ﹤0.01% | 860 |
|
|
2024
Q3 | $2.41M | Buy |
34,522
+5,396
| +19% | +$376K | ﹤0.01% | 969 |
|
|
2024
Q2 | $1.72M | Sell |
29,126
-3,138
| -10% | -$186K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2.11M | Buy |
32,264
+4,517
| +16% | +$295K | ﹤0.01% | 938 |
|
|
2023
Q4 | $2M | Sell |
27,747
-1,729
| -6% | -$124K | ﹤0.01% | 915 |
|
|
2023
Q3 | $2.06M | Buy |
29,476
+3,195
| +12% | +$223K | ﹤0.01% | 836 |
|
|
2023
Q2 | $1.78M | Buy |
26,281
+442
| +2% | +$30K | ﹤0.01% | 873 |
|
|
2023
Q1 | $1.91M | Sell |
25,839
-1,575
| -6% | -$116K | ﹤0.01% | 786 |
|
|
2022
Q4 | $1.86M | Buy |
27,414
+298
| +1% | +$20.2K | ﹤0.01% | 772 |
|
|
2022
Q3 | $2M | Sell |
27,116
-2,936
| -10% | -$216K | ﹤0.01% | 699 |
|
|
2022
Q2 | $3.25M | Sell |
30,052
-9,717
| -24% | -$1.05M | 0.01% | 564 |
|
|
2022
Q1 | $4.66M | Sell |
39,769
-14,600
| -27% | -$1.71M | 0.01% | 471 |
|
|
2021
Q4 | $10M | Sell |
54,369
-4,690
| -8% | -$863K | 0.02% | 283 |
|
|
2021
Q3 | $15.4M | Sell |
59,059
-1,222
| -2% | -$320K | 0.03% | 206 |
|
|
2021
Q2 | $23.3M | Sell |
60,281
-7,999
| -12% | -$3.1M | 0.04% | 160 |
|
|
2021
Q1 | $21.9M | Buy |
68,280
+3,253
| +5% | +$1.05M | 0.04% | 159 |
|
|
2020
Q4 | $21.9M | Sell |
65,027
-16,569
| -20% | -$5.59M | 0.05% | 152 |
|
|
2020
Q3 | $38.4M | Buy |
81,596
+25,763
| +46% | +$12.1M | 0.1% | 81 |
|
|
2020
Q2 | $14.2M | Sell |
55,833
-119,004
| -68% | -$30.2M | 0.04% | 155 |
|
|
2020
Q1 | $25.5M | Sell |
174,837
-1,085,759
| -86% | -$159M | 0.09% | 91 |
|
|
2019
Q4 | $85.8M | Buy |
1,260,596
+1,257,802
| +45,018% | +$85.6M | 0.26% | 38 |
|
|
2019
Q3 | $213K | Buy |
+2,794
| New | +$213K | ﹤0.01% | 1564 |
|