D.A. Davidson & Co’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,805
| Closed | -$641K | – | 1410 |
|
|
2024
Q1 | $641K | Buy |
9,805
+1,224
| +14% | +$80K | 0.01% | 892 |
|
|
2023
Q4 | $617K | Buy |
8,581
+585
| +7% | +$42.1K | 0.01% | 872 |
|
|
2023
Q3 | $559K | Sell |
7,996
-733
| -8% | -$51.3K | 0.01% | 862 |
|
|
2023
Q2 | $593K | Sell |
8,729
-5,632
| -39% | -$382K | 0.01% | 872 |
|
|
2023
Q1 | $1.06M | Buy |
14,361
+2,416
| +20% | +$178K | 0.01% | 646 |
|
|
2022
Q4 | $809K | Sell |
11,945
-6
| -0.1% | -$406 | 0.01% | 692 |
|
|
2022
Q3 | $879K | Buy |
11,951
+1,094
| +10% | +$80.5K | 0.01% | 619 |
|
|
2022
Q2 | $1.17M | Buy |
10,857
+182
| +2% | +$19.6K | 0.01% | 548 |
|
|
2022
Q1 | $1.25M | Buy |
10,675
+3,599
| +51% | +$422K | 0.01% | 583 |
|
|
2021
Q4 | $1.3M | Buy |
7,076
+1,610
| +29% | +$296K | 0.01% | 578 |
|
|
2021
Q3 | $1.43M | Sell |
5,466
-461
| -8% | -$121K | 0.02% | 530 |
|
|
2021
Q2 | $2.29M | Buy |
5,927
+656
| +12% | +$254K | 0.03% | 409 |
|
|
2021
Q1 | $1.69M | Buy |
5,271
+1,821
| +53% | +$585K | 0.02% | 442 |
|
|
2020
Q4 | $1.17M | Buy |
3,450
+535
| +18% | +$181K | 0.02% | 470 |
|
|
2020
Q3 | $1.37M | Sell |
2,915
-603
| -17% | -$283K | 0.02% | 384 |
|
|
2020
Q2 | $892K | Buy |
3,518
+137
| +4% | +$34.7K | 0.02% | 468 |
|
|
2020
Q1 | $494K | Buy |
+3,381
| New | +$494K | 0.01% | 598 |
|