Flagship Harbor Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-583
| Closed | -$50.3K | – | 2243 |
|
|
2025
Q4 | $50.3K | Sell |
583
-2,389
| -80% | -$201K | ﹤0.01% | 1061 |
|
|
2025
Q3 | $245K | Sell |
2,972
-22
| -0.7% | -$1.72K | 0.01% | 702 |
|
|
2025
Q2 | $234K | Buy |
2,994
+4
| +0.1% | +$309 | 0.01% | 680 |
|
|
2025
Q1 | $221K | Buy |
2,990
+136
| +5% | +$10.8K | 0.01% | 682 |
|
|
2024
Q4 | $233K | Sell |
2,854
-444
| -13% | -$34.9K | 0.01% | 648 |
|
|
2024
Q3 | $230K | Sell |
3,298
-1,183
| -26% | -$73.9K | 0.01% | 647 |
|
|
2024
Q2 | $265K | Sell |
4,481
-506
| -10% | -$31.1K | 0.02% | 571 |
|
|
2024
Q1 | $326K | Sell |
4,987
-208
| -4% | -$13.9K | 0.02% | 503 |
|
|
2023
Q4 | $374K | Sell |
5,195
-1,010
| -16% | -$66.8K | 0.03% | 431 |
|
|
2023
Q3 | $434K | Sell |
6,205
-729
| -11% | -$50.6K | 0.04% | 368 |
|
|
2023
Q2 | $471K | Sell |
6,934
-373
| -5% | -$24.9K | 0.04% | 353 |
|
|
2023
Q1 | $540K | Sell |
7,307
-511
| -7% | -$36.8K | 0.05% | 338 |
|
|
2022
Q4 | $530K | Sell |
7,818
-200
| -2% | -$15.2K | 0.05% | 323 |
|
|
2022
Q3 | $590K | Sell |
8,018
-156
| -2% | -$14.9K | 0.07% | 272 |
|
|
2022
Q2 | $883K | Sell |
8,174
-239
| -3% | -$25.2K | 0.1% | 221 |
|
|
2022
Q1 | $986K | Sell |
8,413
-342
| -4% | -$46.5K | 0.1% | 226 |
|
|
2021
Q4 | $1.61M | Sell |
8,755
-20
| -0.2% | -$4.7K | 0.15% | 160 |
|
|
2021
Q3 | $3.4M | Hold |
8,775
| – | – | 0.36% | 65 |
|
|
2021
Q2 | $3.4M | Sell |
8,775
-114
| -1% | -$38K | 0.36% | 65 |
|
|
2021
Q1 | $2.86M | Sell |
8,889
-1,652
| -16% | -$608K | 0.32% | 74 |
|
|
2020
Q4 | $3.56M | Buy |
10,541
+953
| +10% | +$425K | 0.44% | 49 |
|
|
2020
Q3 | $4.51M | Buy |
9,588
+1,839
| +24% | +$588K | 0.61% | 28 |
|
|
2020
Q2 | $1.96M | Buy |
7,749
+1,997
| +35% | +$359K | 0.29% | 72 |
|
|
2020
Q1 | $840K | Buy |
5,752
+5,280
| +1,119% | +$521K | 0.17% | 129 |
|
|
2019
Q4 | $32K | Buy |
472
+405
| +604% | +$27.9K | 0.01% | 958 |
|
|
2019
Q3 | $5K | Buy |
67
+30
| +81% | +$2.7K | ﹤0.01% | 1514 |
|
|
2019
Q2 | $3K | Buy |
+37
| New | +$3.04K | ﹤0.01% | 1640 |
|
Other funds holding ZM
VPM
VCM
