Creative Planning’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.65M | Sell |
120,096
-65,594
| -35% | -$5.49M | 0.01% | 713 |
|
|
2025
Q4 | $16M | Buy |
185,690
+86,926
| +88% | +$7.32M | 0.01% | 454 |
|
|
2025
Q3 | $8.15M | Buy |
98,764
+47,150
| +91% | +$3.68M | 0.01% | 650 |
|
|
2025
Q2 | $4.02M | Buy |
51,614
+8,778
| +20% | +$679K | ﹤0.01% | 871 |
|
|
2025
Q1 | $3.16M | Buy |
42,836
+3,454
| +9% | +$275K | ﹤0.01% | 910 |
|
|
2024
Q4 | $3.21M | Buy |
39,382
+4,860
| +14% | +$382K | ﹤0.01% | 862 |
|
|
2024
Q3 | $2.41M | Buy |
34,522
+5,396
| +19% | +$337K | ﹤0.01% | 969 |
|
|
2024
Q2 | $1.72M | Sell |
29,126
-3,138
| -10% | -$193K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $2.11M | Buy |
32,264
+4,517
| +16% | +$301K | ﹤0.01% | 939 |
|
|
2023
Q4 | $2M | Sell |
27,747
-1,729
| -6% | -$114K | ﹤0.01% | 917 |
|
|
2023
Q3 | $2.06M | Buy |
29,476
+3,195
| +12% | +$222K | ﹤0.01% | 838 |
|
|
2023
Q2 | $1.78M | Buy |
26,281
+442
| +2% | +$29.6K | ﹤0.01% | 876 |
|
|
2023
Q1 | $1.91M | Sell |
25,839
-1,575
| -6% | -$113K | ﹤0.01% | 790 |
|
|
2022
Q4 | $1.86M | Buy |
27,414
+298
| +1% | +$22.6K | ﹤0.01% | 774 |
|
|
2022
Q3 | $2M | Sell |
27,116
-2,936
| -10% | -$280K | ﹤0.01% | 701 |
|
|
2022
Q2 | $3.25M | Sell |
30,052
-9,717
| -24% | -$1.02M | 0.01% | 565 |
|
|
2022
Q1 | $4.66M | Sell |
39,769
-14,600
| -27% | -$1.99M | 0.01% | 471 |
|
|
2021
Q4 | $10M | Sell |
54,369
-4,690
| -8% | -$1.1M | 0.02% | 283 |
|
|
2021
Q3 | $15.4M | Sell |
59,059
-1,222
| -2% | -$412K | 0.03% | 206 |
|
|
2021
Q2 | $23.3M | Sell |
60,281
-7,999
| -12% | -$2.66M | 0.04% | 160 |
|
|
2021
Q1 | $21.9M | Buy |
68,280
+3,253
| +5% | +$1.2M | 0.04% | 160 |
|
|
2020
Q4 | $21.9M | Sell |
65,027
-16,569
| -20% | -$7.39M | 0.05% | 154 |
|
|
2020
Q3 | $38.4M | Buy |
81,596
+25,763
| +46% | +$8.24M | 0.1% | 81 |
|
|
2020
Q2 | $14.2M | Sell |
55,833
-119,004
| -68% | -$21.4M | 0.04% | 156 |
|
|
2020
Q1 | $25.5M | Sell |
174,837
-1,085,759
| -86% | -$107M | 0.09% | 91 |
|
|
2019
Q4 | $85.8M | Buy |
1,260,596
+1,257,802
| +45,018% | +$86.6M | 0.26% | 38 |
|
|
2019
Q3 | $213K | Buy |
+2,794
| New | +$252K | ﹤0.01% | 1573 |
|
Other funds holding ZM
VPM
VCM
