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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.15M | Buy |
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|
2025
Q2 | $4.02M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $10M | Sell |
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|
2021
Q3 | $15.4M | Sell |
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|
2021
Q2 | $23.3M | Sell |
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|
2021
Q1 | $21.9M | Buy |
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|
2020
Q4 | $21.9M | Sell |
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|
2020
Q3 | $38.4M | Buy |
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|
2020
Q2 | $14.2M | Sell |
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|
2020
Q1 | $25.5M | Sell |
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|
2019
Q4 | $85.8M | Buy |
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|
2019
Q3 | $213K | Buy |
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