Focus Partners Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
61,587
-33,865
| -35% | -$2.64M | 0.01% | 688 |
|
|
2025
Q1 | $7.04M | Sell |
95,452
-10,812
| -10% | -$798K | 0.02% | 540 |
|
|
2024
Q4 | $8.67M | Buy |
106,264
+26,370
| +33% | +$2.15M | 0.02% | 496 |
|
|
2024
Q3 | $5.57M | Buy |
79,894
+54,986
| +221% | +$3.83M | 0.02% | 532 |
|
|
2024
Q2 | $1.47M | Buy |
24,908
+136
| +0.5% | +$8.05K | 0.01% | 711 |
|
|
2024
Q1 | $1.62M | Buy |
+24,772
| New | +$1.62M | 0.01% | 521 |
|