Cresset Asset Management’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 | $2.27M | Buy |
28,195
+11,772
| +72% | +$986K | 0.01% | 531 |
|
|
2025
Q4 | $1.42M | Sell |
16,423
-1,492
| -8% | -$126K | 0.01% | 669 |
|
|
2025
Q3 | $1.48M | Buy |
17,915
+7,672
| +75% | +$599K | 0.01% | 632 |
|
|
2025
Q2 | $799K | Sell |
10,243
-4,308
| -30% | -$333K | ﹤0.01% | 753 |
|
|
2025
Q1 | $1.07M | Buy |
14,551
+238
| +2% | +$19K | 0.01% | 752 |
|
|
2024
Q4 | $1.17M | Sell |
14,313
-7,547
| -35% | -$593K | 0.01% | 739 |
|
|
2024
Q3 | $1.52M | Buy |
21,860
+2,803
| +15% | +$175K | 0.01% | 952 |
|
|
2024
Q2 | $1.13M | Sell |
19,057
-3,645
| -16% | -$224K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $1.48M | Sell |
22,702
-2,604
| -10% | -$174K | 0.01% | 799 |
|
|
2023
Q4 | $1.82M | Sell |
25,306
-719
| -3% | -$47.5K | 0.01% | 631 |
|
|
2023
Q3 | $1.82M | Buy |
26,025
+3,823
| +17% | +$265K | 0.01% | 593 |
|
|
2023
Q2 | $1.51M | Buy |
+22,202
| New | +$1.48M | 0.01% | 753 |
|
|
2022
Q3 | – | Sell |
-2,151
| Closed | -$218K | – | 969 |
|
|
2022
Q2 | $218K | Sell |
2,151
-1,501
| -41% | -$158K | ﹤0.01% | 809 |
|
|
2022
Q1 | $428K | Buy |
3,652
+36
| +1% | +$4.9K | ﹤0.01% | 653 |
|
|
2021
Q4 | $665K | Sell |
3,616
-4,540
| -56% | -$1.07M | 0.01% | 592 |
|
|
2021
Q3 | $2.13M | Buy |
8,156
+3,058
| +60% | +$1.03M | 0.03% | 221 |
|
|
2021
Q2 | $1.97M | Sell |
5,098
-435
| -8% | -$145K | 0.03% | 207 |
|
|
2021
Q1 | $1.78M | Buy |
5,533
+2,332
| +73% | +$858K | 0.03% | 188 |
|
|
2020
Q4 | $1.08M | Buy |
3,201
+503
| +19% | +$224K | 0.02% | 231 |
|
|
2020
Q3 | $1.27M | Buy |
2,698
+1,281
| +90% | +$410K | 0.02% | 209 |
|
|
2020
Q2 | $359K | Buy |
+1,417
| New | +$255K | 0.01% | 410 |
|
Other funds holding ZM
VPM
VCM
