FDx Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,857
| Closed | -$637K | – | 672 |
|
|
2023
Q4 | $637K | Sell |
8,857
-433
| -5% | -$31.1K | 0.05% | 335 |
|
|
2023
Q3 | $650K | Sell |
9,290
-5,493
| -37% | -$384K | 0.05% | 299 |
|
|
2023
Q2 | $1M | Buy |
14,783
+3,381
| +30% | +$229K | 0.06% | 301 |
|
|
2023
Q1 | $772K | Hold |
11,402
| – | – | 0.03% | 345 |
|
|
2022
Q4 | $772K | Buy |
11,402
+1,225
| +12% | +$82.9K | 0.03% | 345 |
|
|
2022
Q3 | $749K | Buy |
10,177
+1,632
| +19% | +$120K | 0.03% | 329 |
|
|
2022
Q2 | $923K | Buy |
8,545
+1,376
| +19% | +$149K | 0.03% | 334 |
|
|
2022
Q1 | $840K | Buy |
7,169
+3,436
| +92% | +$403K | 0.03% | 365 |
|
|
2021
Q4 | $687K | Buy |
3,733
+1,620
| +77% | +$298K | 0.02% | 446 |
|
|
2021
Q3 | $553K | Buy |
2,113
+642
| +44% | +$168K | 0.02% | 483 |
|
|
2021
Q2 | $569K | Buy |
1,471
+593
| +68% | +$229K | 0.02% | 481 |
|
|
2021
Q1 | $282K | Buy |
+878
| New | +$282K | 0.01% | 646 |
|