Financial Synergies Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53
| Closed | -$3.47K | – | 497 |
|
|
2024
Q1 | $3.47K | Hold |
53
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $3.59K | Hold |
53
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $3.71K | Hold |
53
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $3.6K | Hold |
53
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $3.91K | Hold |
53
| – | – | ﹤0.01% | 274 |
|
|
2022
Q4 | $3.59K | Hold |
53
| – | – | ﹤0.01% | 229 |
|
|
2022
Q3 | $3.9K | Hold |
53
| – | – | ﹤0.01% | 197 |
|
|
2022
Q2 | $5.72K | Buy |
+53
| New | +$5.72K | ﹤0.01% | 188 |
|