Equitable Holdings’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
4,160
+1,395
| +50% | +$109K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $204K | Sell |
2,765
-81
| -3% | -$5.98K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $232K | Sell |
2,846
-439
| -13% | -$35.8K | ﹤0.01% | 1148 |
|
|
2024
Q3 | $229K | Buy |
+3,285
| New | +$229K | ﹤0.01% | 1140 |
|
|
2020
Q4 | – | Sell |
-677
| Closed | -$318K | – | 705 |
|
|
2020
Q3 | $318K | Buy |
+677
| New | +$318K | 0.01% | 502 |
|