Envestnet Asset Management’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 | $8.11M | Buy |
100,876
+48,817
| +94% | +$4.09M | ﹤0.01% | 1971 |
|
|
2025
Q4 | $4.49M | Sell |
52,059
-1,081
| -2% | -$91K | ﹤0.01% | 2248 |
|
|
2025
Q3 | $4.38M | Buy |
53,140
+3,770
| +8% | +$294K | ﹤0.01% | 2350 |
|
|
2025
Q2 | $3.85M | Buy |
49,370
+20,017
| +68% | +$1.55M | ﹤0.01% | 2374 |
|
|
2025
Q1 | $2.17M | Buy |
29,353
+206
| +0.7% | +$16.4K | ﹤0.01% | 2681 |
|
|
2024
Q4 | $2.38M | Buy |
29,147
+3,064
| +12% | +$241K | ﹤0.01% | 2585 |
|
|
2024
Q3 | $1.82M | Buy |
26,083
+2,718
| +12% | +$170K | ﹤0.01% | 2724 |
|
|
2024
Q2 | $1.38M | Sell |
23,365
-868
| -4% | -$53.3K | ﹤0.01% | 2820 |
|
|
2024
Q1 | $1.58M | Sell |
24,233
-16,669
| -41% | -$1.11M | ﹤0.01% | 2722 |
|
|
2023
Q4 | $2.94M | Buy |
40,902
+9,379
| +30% | +$620K | ﹤0.01% | 2225 |
|
|
2023
Q3 | $2.2M | Buy |
31,523
+8,695
| +38% | +$604K | ﹤0.01% | 2329 |
|
|
2023
Q2 | $1.55M | Sell |
22,828
-50,207
| -69% | -$3.36M | ﹤0.01% | 2453 |
|
|
2023
Q1 | $5.39M | Buy |
73,035
+19,999
| +38% | +$1.44M | ﹤0.01% | 1618 |
|
|
2022
Q4 | $3.59M | Sell |
53,036
-2,729
| -5% | -$207K | ﹤0.01% | 1789 |
|
|
2022
Q3 | $4.1M | Sell |
55,765
-13,249
| -19% | -$1.26M | ﹤0.01% | 1630 |
|
|
2022
Q2 | $7.45M | Buy |
69,014
+14,557
| +27% | +$1.54M | ﹤0.01% | 1305 |
|
|
2022
Q1 | $6.38M | Buy |
54,457
+5,926
| +12% | +$806K | ﹤0.01% | 1458 |
|
|
2021
Q4 | $8.93M | Buy |
48,531
+3,876
| +9% | +$911K | ﹤0.01% | 1247 |
|
|
2021
Q3 | $11.7M | Buy |
44,655
+10,833
| +32% | +$3.65M | 0.01% | 1058 |
|
|
2021
Q2 | $13.1M | Buy |
33,822
+6,693
| +25% | +$2.23M | 0.01% | 986 |
|
|
2021
Q1 | $8.72M | Buy |
27,129
+14,429
| +114% | +$5.31M | 0.01% | 1120 |
|
|
2020
Q4 | $4.28M | Buy |
12,700
+4,378
| +53% | +$1.95M | ﹤0.01% | 1353 |
|
|
2020
Q3 | $3.91M | Buy |
8,322
+2,798
| +51% | +$895K | ﹤0.01% | 1287 |
|
|
2020
Q2 | $1.4M | Sell |
5,524
-4,638
| -46% | -$835K | ﹤0.01% | 1772 |
|
|
2020
Q1 | $1.49M | Buy |
+10,162
| New | +$1M | ﹤0.01% | 1573 |
|
Other funds holding ZM
VPM
VCM
