Dynamic Advisor Solutions’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,990
| Closed | -$414K | – | 1012 |
|
|
2024
Q2 | $414K | Sell |
6,990
-171
| -2% | -$10.1K | 0.01% | 672 |
|
|
2024
Q1 | $468K | Buy |
7,161
+119
| +2% | +$7.78K | 0.02% | 622 |
|
|
2023
Q4 | $472K | Sell |
7,042
-97
| -1% | -$6.5K | 0.02% | 586 |
|
|
2023
Q3 | $499K | Buy |
7,139
+1,293
| +22% | +$90.4K | 0.02% | 519 |
|
|
2023
Q2 | $397K | Buy |
5,846
+129
| +2% | +$8.76K | 0.02% | 560 |
|
|
2023
Q1 | $422K | Buy |
+5,717
| New | +$422K | 0.02% | 510 |
|
|
2022
Q3 | – | Sell |
-2,496
| Closed | -$269K | – | 742 |
|
|
2022
Q2 | $269K | Sell |
2,496
-34
| -1% | -$3.66K | 0.02% | 567 |
|
|
2022
Q1 | $297K | Sell |
2,530
-220
| -8% | -$25.8K | 0.02% | 563 |
|
|
2021
Q4 | $506K | Buy |
2,750
+106
| +4% | +$19.5K | 0.04% | 420 |
|
|
2021
Q3 | $691K | Buy |
2,644
+220
| +9% | +$57.5K | 0.05% | 371 |
|
|
2021
Q2 | $938K | Buy |
2,424
+167
| +7% | +$64.6K | 0.07% | 289 |
|
|
2021
Q1 | $725K | Sell |
2,257
-296
| -12% | -$95.1K | 0.07% | 298 |
|
|
2020
Q4 | $861K | Buy |
2,553
+71
| +3% | +$23.9K | 0.08% | 266 |
|
|
2020
Q3 | $1.17M | Buy |
2,482
+52
| +2% | +$24.5K | 0.13% | 183 |
|
|
2020
Q2 | $616K | Buy |
2,430
+322
| +15% | +$81.6K | 0.08% | 249 |
|
|
2020
Q1 | $308K | Buy |
+2,108
| New | +$308K | 0.06% | 329 |
|