Edmond de Rothschild Holding’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.2K | Hold |
910
| – | – | ﹤0.01% | 430 |
|
|
2025
Q4 | $78.5K | Hold |
910
| – | – | ﹤0.01% | 436 |
|
|
2025
Q3 | $75.1K | Hold |
910
| – | – | ﹤0.01% | 443 |
|
|
2025
Q2 | $71K | Hold |
910
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $67.1K | Hold |
910
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $74.3K | Hold |
910
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $63.5K | Hold |
910
| – | – | ﹤0.01% | 507 |
|
|
2024
Q2 | $53.9K | Hold |
910
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $59.5K | Sell |
910
-475
| -34% | -$31.7K | ﹤0.01% | 561 |
|
|
2023
Q4 | $99.6K | Buy |
1,385
+910
| +192% | +$60.2K | ﹤0.01% | 510 |
|
|
2023
Q3 | $33.2K | Sell |
475
-710
| -60% | -$49.3K | ﹤0.01% | 599 |
|
|
2023
Q2 | $80.4K | Hold |
1,185
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $87.5K | Hold |
1,185
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $80.3K | Hold |
1,185
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $88K | Buy |
1,185
+1,110
| +1,480% | +$106K | ﹤0.01% | 586 |
|
|
2022
Q2 | $8K | Sell |
75
-910
| -92% | -$96K | ﹤0.01% | 767 |
|
|
2022
Q1 | $116K | Buy |
985
+320
| +48% | +$43.5K | ﹤0.01% | 573 |
|
|
2021
Q4 | $123K | Sell |
665
-17
| -2% | -$4K | ﹤0.01% | 601 |
|
|
2021
Q3 | $179K | Buy |
682
+607
| +809% | +$205K | ﹤0.01% | 558 |
|
|
2021
Q2 | $29K | Hold |
75
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $24K | Hold |
75
| – | – | ﹤0.01% | 662 |
|
|
2020
Q4 | $25K | Sell |
75
-75
| -50% | -$33.4K | ﹤0.01% | 591 |
|
|
2020
Q3 | $71K | Sell |
150
-50
| -25% | -$16K | ﹤0.01% | 493 |
|
|
2020
Q2 | $51K | Buy |
+200
| New | +$36K | ﹤0.01% | 496 |
|
Other funds holding ZM
VPM
VCM
