Edgestream Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,114
| Closed | -$230K | – | 1102 |
|
|
2025
Q1 | $230K | Sell |
3,114
-7,009
| -69% | -$517K | 0.01% | 792 |
|
|
2024
Q4 | $826K | Buy |
+10,123
| New | +$826K | 0.04% | 603 |
|
|
2024
Q3 | – | Sell |
-17,742
| Closed | -$1.05M | – | 1118 |
|
|
2024
Q2 | $1.05M | Buy |
+17,742
| New | +$1.05M | 0.05% | 508 |
|
|
2023
Q4 | – | Sell |
-18,618
| Closed | -$1.3M | – | 1106 |
|
|
2023
Q3 | $1.3M | Buy |
+18,618
| New | +$1.3M | 0.1% | 315 |
|