Ethic Inc’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
13,561
+2,151
| +19% | +$169K | 0.02% | 604 |
|
|
2025
Q1 | $845K | Buy |
11,410
+576
| +5% | +$42.6K | 0.02% | 633 |
|
|
2024
Q4 | $884K | Sell |
10,834
-2,311
| -18% | -$189K | 0.02% | 633 |
|
|
2024
Q3 | $859K | Buy |
13,145
+4,790
| +57% | +$313K | 0.02% | 607 |
|
|
2024
Q2 | $495K | Sell |
8,355
-4,790
| -36% | -$284K | 0.01% | 770 |
|
|
2024
Q1 | $859K | Buy |
13,145
+1,284
| +11% | +$83.9K | 0.02% | 607 |
|
|
2023
Q4 | $853K | Buy |
11,861
+197
| +2% | +$14.2K | 0.03% | 582 |
|
|
2023
Q3 | $816K | Buy |
11,664
+1,031
| +10% | +$72.1K | 0.03% | 533 |
|
|
2023
Q2 | $722K | Sell |
10,633
-5,232
| -33% | -$355K | 0.03% | 545 |
|
|
2023
Q1 | $1.17M | Buy |
15,865
+7,017
| +79% | +$518K | 0.05% | 405 |
|
|
2022
Q4 | $599K | Sell |
8,848
-750
| -8% | -$50.8K | 0.03% | 517 |
|
|
2022
Q3 | $706K | Buy |
9,598
+2,717
| +39% | +$200K | 0.05% | 408 |
|
|
2022
Q2 | $743K | Buy |
6,881
+893
| +15% | +$96.4K | 0.05% | 379 |
|
|
2022
Q1 | $702K | Buy |
5,988
+2,516
| +72% | +$295K | 0.05% | 382 |
|
|
2021
Q4 | $639K | Buy |
3,472
+288
| +9% | +$53K | 0.05% | 357 |
|
|
2021
Q3 | $833K | Buy |
3,184
+977
| +44% | +$256K | 0.09% | 261 |
|
|
2021
Q2 | $854K | Buy |
2,207
+1,058
| +92% | +$409K | 0.1% | 237 |
|
|
2021
Q1 | $369K | Buy |
+1,149
| New | +$369K | 0.07% | 336 |
|