Galvin Gaustad & Stein’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $299K | Sell |
3,835
-4,535
| -54% | -$354K | 0.03% | 162 |
|
2025
Q1 | $617K | Sell |
8,370
-19,416
| -70% | -$1.43M | 0.06% | 120 |
|
2024
Q4 | $2.27M | Sell |
27,786
-282,189
| -91% | -$23M | 0.2% | 70 |
|
2024
Q3 | $21.6M | Sell |
309,975
-5,695
| -2% | -$397K | 1.93% | 17 |
|
2024
Q2 | $18.7M | Sell |
315,670
-16,857
| -5% | -$998K | 1.74% | 21 |
|
2024
Q1 | $21.7M | Buy |
332,527
+4,479
| +1% | +$293K | 2% | 20 |
|
2023
Q4 | $23.6M | Buy |
328,048
+66,433
| +25% | +$4.78M | 2.21% | 10 |
|
2023
Q3 | $18.3M | Buy |
261,615
+7,772
| +3% | +$544K | 1.85% | 22 |
|
2023
Q2 | $17.2M | Buy |
253,843
+22,175
| +10% | +$1.51M | 1.67% | 27 |
|
2023
Q1 | $17.1M | Buy |
231,668
+16,640
| +8% | +$1.23M | 1.69% | 26 |
|
2022
Q4 | $14.6M | Buy |
215,028
+91,550
| +74% | +$6.2M | 1.47% | 33 |
|
2022
Q3 | $9.09M | Buy |
+123,478
| New | +$9.09M | 0.96% | 47 |
|