Farther Finance Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Buy |
2,746
+569
| +26% | +$44.4K | ﹤0.01% | 1352 |
|
2025
Q1 | $161K | Sell |
2,177
-1,186
| -35% | -$87.8K | ﹤0.01% | 1318 |
|
2024
Q4 | $274K | Buy |
3,363
+278
| +9% | +$22.7K | 0.01% | 848 |
|
2024
Q3 | $215K | Buy |
3,085
+526
| +21% | +$36.7K | 0.01% | 962 |
|
2024
Q2 | $152K | Buy |
2,559
+2,401
| +1,520% | +$142K | 0.01% | 958 |
|
2024
Q1 | $10.2K | Buy |
158
+81
| +105% | +$5.24K | ﹤0.01% | 1759 |
|
2023
Q4 | $5.54K | Sell |
77
-22
| -22% | -$1.58K | ﹤0.01% | 1915 |
|
2023
Q3 | $6.92K | Buy |
99
+11
| +13% | +$769 | ﹤0.01% | 1409 |
|
2023
Q2 | $5.97K | Sell |
88
-128
| -59% | -$8.69K | ﹤0.01% | 1369 |
|
2023
Q1 | $15.9K | Buy |
216
+13
| +6% | +$960 | ﹤0.01% | 970 |
|
2022
Q4 | $13.8K | Buy |
+203
| New | +$13.8K | 0.01% | 848 |
|