Financial Perspectives’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Hold |
476
| – | – | 0.01% | 343 |
|
|
2025
Q1 | $35.1K | Hold |
476
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $38.8K | Hold |
476
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $33.2K | Hold |
476
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $28.2K | Hold |
476
| – | – | 0.01% | 332 |
|
|
2024
Q1 | $31.1K | Hold |
476
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $34.2K | Hold |
476
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $33.3K | Hold |
476
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $32.3K | Buy |
476
+368
| +341% | +$25K | 0.01% | 311 |
|
|
2023
Q1 | $7.98K | Hold |
108
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $7.32K | Hold |
108
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $7.95K | Hold |
108
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $11.7K | Hold |
108
| – | – | 0.01% | 421 |
|
|
2022
Q1 | $12.7K | Hold |
108
| – | – | 0.01% | 435 |
|
|
2021
Q4 | $19.9K | Sell |
108
-26
| -19% | -$4.78K | 0.01% | 354 |
|
|
2021
Q3 | $35K | Hold |
134
| – | – | 0.02% | 280 |
|
|
2021
Q2 | $51.9K | Sell |
134
-42,919
| -100% | -$16.6M | 0.03% | 253 |
|
|
2021
Q1 | $134K | Buy |
43,053
+42,945
| +39,764% | +$134K | 0.01% | 445 |
|
|
2020
Q4 | $36.4K | Hold |
108
| – | – | 0.02% | 264 |
|
|
2020
Q3 | $50.8K | Hold |
108
| – | – | 0.03% | 200 |
|
|
2020
Q2 | $27.4K | Hold |
108
| – | – | 0.02% | 238 |
|
|
2020
Q1 | $15.8K | Buy |
+108
| New | +$15.8K | 0.01% | 268 |
|