Focused Wealth Management’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 |
-23
| Closed | -$1.65K | – | 959 |
|
|
2023
Q4 | $1.65K | Sell |
23
-4
| -15% | -$288 | ﹤0.01% | 777 |
|
|
2023
Q3 | $1.89K | Sell |
27
-7
| -21% | -$489 | ﹤0.01% | 750 |
|
|
2023
Q2 | $2.31K | Hold |
34
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $2.51K | Buy |
34
+17
| +100% | +$1.26K | ﹤0.01% | 739 |
|
|
2022
Q4 | $1.15K | Sell |
17
-255
| -94% | -$17.3K | ﹤0.01% | 817 |
|
|
2022
Q3 | $20K | Sell |
272
-360
| -57% | -$26.5K | ﹤0.01% | 397 |
|
|
2022
Q2 | $68K | Buy |
632
+600
| +1,875% | +$64.6K | 0.01% | 244 |
|
|
2022
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $6K | Sell |
32
-6
| -16% | -$1.13K | ﹤0.01% | 645 |
|
|
2021
Q3 | $10K | Buy |
38
+1
| +3% | +$263 | ﹤0.01% | 578 |
|
|
2021
Q2 | $14K | Buy |
37
+6
| +19% | +$2.27K | ﹤0.01% | 538 |
|
|
2021
Q1 | $10K | Sell |
31
-9
| -23% | -$2.9K | ﹤0.01% | 563 |
|
|
2020
Q4 | $13K | Buy |
40
+21
| +111% | +$6.83K | ﹤0.01% | 503 |
|
|
2020
Q3 | $9K | Buy |
19
+10
| +111% | +$4.74K | ﹤0.01% | 498 |
|
|
2020
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 644 |
|