CreativeOne 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 | $1.6M | Buy |
20,508
+2,895
| +16% | +$226K | 0.04% | 401 |
|
|
2025
Q1 | $1.3M | Buy |
17,613
+7,597
| +76% | +$560K | 0.04% | 406 |
|
|
2024
Q4 | $817K | Buy |
10,016
+1,729
| +21% | +$141K | 0.03% | 538 |
|
|
2024
Q3 | $578K | Buy |
8,287
+1,862
| +29% | +$130K | 0.02% | 580 |
|
|
2024
Q2 | $380K | Buy |
+6,425
| New | +$380K | 0.02% | 553 |
|
|
2023
Q3 | – | Sell |
-4,623
| Closed | -$314K | – | 850 |
|
|
2023
Q2 | $314K | Sell |
4,623
-12
| -0.3% | -$815 | 0.01% | 632 |
|
|
2023
Q1 | $342K | Sell |
4,635
-45
| -1% | -$3.32K | 0.02% | 587 |
|
|
2022
Q4 | $317K | Buy |
4,680
+1,217
| +35% | +$82.4K | 0.02% | 559 |
|
|
2022
Q3 | $255K | Buy |
3,463
+314
| +10% | +$23.1K | 0.02% | 595 |
|
|
2022
Q2 | $340K | Buy |
3,149
+379
| +14% | +$40.9K | 0.02% | 511 |
|
|
2022
Q1 | $325K | Buy |
+2,770
| New | +$325K | 0.02% | 560 |
|
|
2021
Q3 | – | Sell |
-771
| Closed | -$299K | – | 745 |
|
|
2021
Q2 | $299K | Sell |
771
-134
| -15% | -$52K | 0.02% | 538 |
|
|
2021
Q1 | $291K | Buy |
+905
| New | +$291K | 0.02% | 456 |
|