Evergreen Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
5,859
-35,042
| -86% | -$2.73M | 0.01% | 588 |
|
|
2025
Q1 | $3.02M | Buy |
40,901
+429
| +1% | +$31.6K | 0.1% | 202 |
|
|
2024
Q4 | $3.3M | Buy |
40,472
+215
| +0.5% | +$17.5K | 0.11% | 194 |
|
|
2024
Q3 | $2.81M | Sell |
40,257
-495
| -1% | -$34.5K | 0.09% | 211 |
|
|
2024
Q2 | $2.41M | Buy |
40,752
+618
| +2% | +$36.6K | 0.09% | 219 |
|
|
2024
Q1 | $2.62M | Buy |
+40,134
| New | +$2.62M | 0.1% | 205 |
|
|
2021
Q4 | – | Sell |
-1,007
| Closed | -$263K | – | 656 |
|
|
2021
Q3 | $263K | Sell |
1,007
-20
| -2% | -$5.22K | 0.01% | 475 |
|
|
2021
Q2 | $397K | Buy |
1,027
+307
| +43% | +$119K | 0.02% | 368 |
|
|
2021
Q1 | $231K | Buy |
+720
| New | +$231K | 0.01% | 450 |
|
|
2020
Q4 | – | Sell |
-529
| Closed | -$249K | – | 473 |
|
|
2020
Q3 | $249K | Buy |
+529
| New | +$249K | 0.02% | 352 |
|