EverSource Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $79.1K | Sell |
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|
2024
Q4 | $156K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $60.7K | Buy |
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|
2023
Q4 | $61.4K | Sell |
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|
2023
Q3 | $143K | Sell |
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|
2023
Q2 | $144K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $36K | Buy |
|