Donoghue Forlines’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
+34,578
| New | +$2.7M | 0.77% | 49 |
|
|
2024
Q4 | – | Sell |
-4,877
| Closed | -$340K | – | 283 |
|
|
2024
Q3 | $340K | Buy |
4,877
+360
| +8% | +$25.1K | 0.1% | 187 |
|
|
2024
Q2 | $267K | Buy |
4,517
+143
| +3% | +$8.46K | 0.08% | 204 |
|
|
2024
Q1 | $286K | Buy |
4,374
+1,124
| +35% | +$73.5K | 0.08% | 206 |
|
|
2023
Q4 | $234K | Sell |
3,250
-121
| -4% | -$8.7K | 0.07% | 210 |
|
|
2023
Q3 | $236K | Sell |
3,371
-1,852
| -35% | -$130K | 0.08% | 208 |
|
|
2023
Q2 | $355K | Buy |
5,223
+2,176
| +71% | +$148K | 0.11% | 202 |
|
|
2023
Q1 | $225K | Sell |
3,047
-230
| -7% | -$17K | 0.08% | 203 |
|
|
2022
Q4 | $222K | Sell |
3,277
-252
| -7% | -$17.1K | 0.08% | 209 |
|
|
2022
Q3 | $260K | Sell |
3,529
-3,836
| -52% | -$283K | 0.09% | 189 |
|
|
2022
Q2 | $795K | Sell |
7,365
-138
| -2% | -$14.9K | 0.21% | 120 |
|
|
2022
Q1 | $880K | Buy |
7,503
+3,020
| +67% | +$354K | 0.19% | 168 |
|
|
2021
Q4 | $824K | Buy |
4,483
+353
| +9% | +$64.9K | 0.14% | 161 |
|
|
2021
Q3 | $1.08M | Buy |
4,130
+527
| +15% | +$138K | 0.21% | 112 |
|
|
2021
Q2 | $1.39M | Sell |
3,603
-4,260
| -54% | -$1.65M | 0.26% | 90 |
|
|
2021
Q1 | $2.53M | Buy |
7,863
+5,123
| +187% | +$1.65M | 0.49% | 43 |
|
|
2020
Q4 | $924K | Sell |
2,740
-749
| -21% | -$253K | 0.18% | 159 |
|
|
2020
Q3 | $1.64M | Buy |
+3,489
| New | +$1.64M | 0.45% | 28 |
|