Dana Investment 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 | $5.54M | Sell |
71,060
-647
| -0.9% | -$50.5K | 0.18% | 141 |
|
|
2025
Q1 | $5.29M | Sell |
71,707
-844
| -1% | -$62.3K | 0.19% | 140 |
|
|
2024
Q4 | $5.92M | Sell |
72,551
-17,908
| -20% | -$1.46M | 0.2% | 139 |
|
|
2024
Q3 | $6.31M | Sell |
90,459
-767
| -0.8% | -$53.5K | 0.21% | 135 |
|
|
2024
Q2 | $5.4M | Buy |
91,226
+35,105
| +63% | +$2.08M | 0.18% | 156 |
|
|
2024
Q1 | $3.67M | Buy |
+56,121
| New | +$3.67M | 0.12% | 214 |
|
|
2020
Q3 | – | Sell |
-1,585
| Closed | -$402K | – | 298 |
|
|
2020
Q2 | $402K | Buy |
+1,585
| New | +$402K | 0.02% | 232 |
|