Dakota Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,408
| Closed | -$849K | – | 804 |
|
|
2024
Q4 | $849K | Buy |
+10,408
| New | +$849K | 0.02% | 393 |
|
|
2021
Q3 | – | Sell |
-667
| Closed | -$258K | – | 366 |
|
|
2021
Q2 | $258K | Sell |
667
-190
| -22% | -$73.5K | 0.03% | 289 |
|
|
2021
Q1 | $275K | Sell |
857
-20
| -2% | -$6.42K | 0.04% | 266 |
|
|
2020
Q4 | $296K | Sell |
877
-484
| -36% | -$163K | 0.04% | 256 |
|
|
2020
Q3 | $640K | Buy |
+1,361
| New | +$640K | 0.1% | 149 |
|