FIM
FWL Investment Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,980
| Closed | -$2.68M | – | 289 |
|
|
2024
Q1 | $2.68M | Sell |
40,980
-4,016
| -9% | -$263K | 1.48% | 26 |
|
|
2023
Q4 | $3.24M | Sell |
44,996
-9,003
| -17% | -$647K | 1.89% | 23 |
|
|
2023
Q3 | $3.78M | Buy |
53,999
+11,395
| +27% | +$797K | 2.54% | 17 |
|
|
2023
Q2 | $2.89M | Buy |
42,604
+3,152
| +8% | +$214K | 1.97% | 21 |
|
|
2023
Q1 | $2.91M | Buy |
+39,452
| New | +$2.91M | 2.15% | 18 |
|