Cresset Asset Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
11,918
-2,633
| -18% | -$205K | ﹤0.01% | 793 |
|
|
2025
Q1 | $1.07M | Buy |
14,551
+238
| +2% | +$17.6K | 0.01% | 742 |
|
|
2024
Q4 | $1.17M | Sell |
14,313
-7,547
| -35% | -$616K | 0.01% | 723 |
|
|
2024
Q3 | $1.52M | Buy |
21,860
+2,803
| +15% | +$195K | 0.01% | 933 |
|
|
2024
Q2 | $1.13M | Sell |
19,057
-3,645
| -16% | -$216K | ﹤0.01% | 977 |
|
|
2024
Q1 | $1.48M | Sell |
22,702
-2,604
| -10% | -$170K | 0.01% | 785 |
|
|
2023
Q4 | $1.82M | Sell |
25,306
-719
| -3% | -$51.7K | 0.01% | 621 |
|
|
2023
Q3 | $1.82M | Buy |
26,025
+3,823
| +17% | +$267K | 0.01% | 565 |
|
|
2023
Q2 | $1.51M | Buy |
+22,202
| New | +$1.51M | ﹤0.01% | 626 |
|
|
2022
Q3 | – | Sell |
-2,151
| Closed | -$218K | – | 969 |
|
|
2022
Q2 | $218K | Sell |
2,151
-1,501
| -41% | -$152K | ﹤0.01% | 809 |
|
|
2022
Q1 | $428K | Buy |
3,652
+36
| +1% | +$4.22K | ﹤0.01% | 653 |
|
|
2021
Q4 | $665K | Sell |
3,616
-4,540
| -56% | -$835K | 0.01% | 592 |
|
|
2021
Q3 | $2.13M | Buy |
8,156
+3,058
| +60% | +$800K | 0.03% | 221 |
|
|
2021
Q2 | $1.97M | Sell |
5,098
-435
| -8% | -$168K | 0.03% | 207 |
|
|
2021
Q1 | $1.78M | Buy |
5,533
+2,332
| +73% | +$749K | 0.03% | 188 |
|
|
2020
Q4 | $1.08M | Buy |
3,201
+503
| +19% | +$170K | 0.02% | 231 |
|
|
2020
Q3 | $1.27M | Buy |
2,698
+1,281
| +90% | +$602K | 0.02% | 206 |
|
|
2020
Q2 | $359K | Buy |
+1,417
| New | +$359K | 0.01% | 410 |
|