Everhart Financial Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
6,316
-172
| -3% | -$13.4K | 0.06% | 224 |
|
|
2025
Q1 | $479K | Buy |
6,488
+390
| +6% | +$28.8K | 0.07% | 214 |
|
|
2024
Q4 | $498K | Buy |
6,098
+820
| +16% | +$66.9K | 0.1% | 192 |
|
|
2024
Q3 | $368K | Buy |
5,278
+1,575
| +43% | +$110K | 0.08% | 233 |
|
|
2024
Q2 | $219K | Buy |
+3,703
| New | +$219K | 0.06% | 275 |
|