Evoke Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
8,136
+1,479
| +22% | +$115K | 0.01% | 287 |
|
|
2025
Q1 | $491K | Buy |
6,657
+22
| +0.3% | +$1.62K | 0.01% | 275 |
|
|
2024
Q4 | $541K | Buy |
6,635
+1,242
| +23% | +$101K | 0.02% | 254 |
|
|
2024
Q3 | $376K | Buy |
+5,393
| New | +$376K | 0.01% | 301 |
|
|
2024
Q2 | – | Sell |
-5,269
| Closed | -$344K | – | 407 |
|
|
2024
Q1 | $344K | Buy |
+5,269
| New | +$344K | 0.01% | 309 |
|
|
2023
Q4 | – | Sell |
-4,894
| Closed | -$342K | – | 378 |
|
|
2023
Q3 | $342K | Sell |
4,894
-618
| -11% | -$43.2K | 0.01% | 276 |
|
|
2023
Q2 | $374K | Buy |
5,512
+34
| +0.6% | +$2.31K | 0.01% | 253 |
|
|
2023
Q1 | $404K | Sell |
5,478
-28
| -0.5% | -$2.07K | 0.01% | 238 |
|
|
2022
Q4 | $373K | Buy |
5,506
+25
| +0.5% | +$1.69K | 0.01% | 251 |
|
|
2022
Q3 | $403K | Sell |
5,481
-1,490
| -21% | -$110K | 0.02% | 232 |
|
|
2022
Q2 | $753K | Buy |
6,971
+3
| +0% | +$324 | 0.03% | 182 |
|
|
2022
Q1 | $817K | Buy |
6,968
+70
| +1% | +$8.21K | 0.03% | 195 |
|
|
2021
Q4 | $1.27M | Hold |
6,898
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $1.8M | Hold |
6,898
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $2.67M | Sell |
6,898
-16
| -0.2% | -$6.19K | 0.1% | 108 |
|
|
2021
Q1 | $2.22M | Buy |
6,914
+6,311
| +1,047% | +$2.03M | 0.1% | 109 |
|
|
2020
Q4 | $203K | Sell |
603
-25
| -4% | -$8.42K | 0.01% | 232 |
|
|
2020
Q3 | $295K | Buy |
628
+328
| +109% | +$154K | 0.02% | 175 |
|
|
2020
Q2 | $76K | Sell |
300
-8,342
| -97% | -$2.11M | 0.01% | 305 |
|
|
2020
Q1 | $1.26M | Buy |
8,642
+7,658
| +778% | +$1.12M | 0.18% | 45 |
|
|
2019
Q4 | $67K | Buy |
+984
| New | +$67K | 0.01% | 362 |
|