Excalibur 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 | $255K | Sell |
3,268
-551
| -14% | -$43K | 0.1% | 141 |
|
|
2025
Q1 | $282K | Sell |
3,819
-20
| -0.5% | -$1.48K | 0.11% | 136 |
|
|
2024
Q4 | $313K | Sell |
3,839
-65
| -2% | -$5.31K | 0.12% | 132 |
|
|
2024
Q3 | $272K | Sell |
3,904
-440
| -10% | -$30.7K | 0.1% | 143 |
|
|
2024
Q2 | $257K | Buy |
4,344
+232
| +6% | +$13.7K | 0.1% | 142 |
|
|
2024
Q1 | $269K | Buy |
4,112
+80
| +2% | +$5.23K | 0.11% | 136 |
|
|
2023
Q4 | $290K | Sell |
4,032
-51
| -1% | -$3.67K | 0.14% | 128 |
|
|
2023
Q3 | $286K | Buy |
4,083
+259
| +7% | +$18.1K | 0.15% | 120 |
|
|
2023
Q2 | $260K | Sell |
3,824
-150
| -4% | -$10.2K | 0.13% | 130 |
|
|
2023
Q1 | $293K | Sell |
3,974
-15
| -0.4% | -$1.11K | 0.15% | 121 |
|
|
2022
Q4 | $270K | Sell |
3,989
-90
| -2% | -$6.1K | 0.14% | 125 |
|
|
2022
Q3 | $300K | Sell |
4,079
-153
| -4% | -$11.3K | 0.17% | 115 |
|
|
2022
Q2 | $457K | Buy |
4,232
+1,600
| +61% | +$173K | 0.24% | 96 |
|
|
2022
Q1 | $309K | Buy |
+2,632
| New | +$309K | 0.13% | 125 |
|
|
2020
Q4 | – | Sell |
-450
| Closed | -$212K | – | 148 |
|
|
2020
Q3 | $212K | Buy |
+450
| New | +$212K | 0.13% | 119 |
|