Crewe Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468 | Hold |
6
| – | – | ﹤0.01% | 651 |
|
|
2025
Q1 | $443 | Hold |
6
| – | – | ﹤0.01% | 636 |
|
|
2024
Q4 | $490 | Hold |
6
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $419 | Hold |
6
| – | – | ﹤0.01% | 674 |
|
|
2024
Q2 | $356 | Hold |
6
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $393 | Buy |
+6
| New | +$393 | ﹤0.01% | 912 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$408 | – | 935 |
|
|
2023
Q2 | $408 | Sell |
6
-58
| -91% | -$3.94K | ﹤0.01% | 649 |
|
|
2023
Q1 | $4.73K | Sell |
64
-16
| -20% | -$1.18K | ﹤0.01% | 643 |
|
|
2022
Q4 | $5.42K | Sell |
80
-77
| -49% | -$5.22K | ﹤0.01% | 656 |
|
|
2022
Q3 | $12K | Buy |
157
+14
| +10% | +$1.07K | ﹤0.01% | 622 |
|
|
2022
Q2 | $15K | Buy |
+143
| New | +$15K | ﹤0.01% | 503 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$19K | – | 471 |
|
|
2021
Q3 | $19K | Hold |
72
| – | – | ﹤0.01% | 217 |
|
|
2021
Q2 | $28K | Hold |
72
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $23K | Hold |
72
| – | – | 0.01% | 213 |
|
|
2020
Q4 | $24K | Hold |
72
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $34K | Hold |
72
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $18K | Buy |
+72
| New | +$18K | 0.01% | 146 |
|