Geneos Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9K | Sell |
897
-885
| -50% | -$69K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $131K | Buy |
1,782
+1,298
| +268% | +$95.8K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $39.5K | Buy |
+484
| New | +$39.5K | ﹤0.01% | 1408 |
|
|
2022
Q1 | – | Sell |
-1,298
| Closed | -$238K | – | 3014 |
|
|
2021
Q4 | $238K | Sell |
1,298
-133
| -9% | -$24.4K | 0.01% | 788 |
|
|
2021
Q3 | $382K | Sell |
1,431
-77
| -5% | -$20.6K | 0.01% | 645 |
|
|
2021
Q2 | $586K | Sell |
1,508
-857
| -36% | -$333K | 0.02% | 527 |
|
|
2021
Q1 | $755K | Sell |
2,365
-31
| -1% | -$9.9K | 0.02% | 515 |
|
|
2020
Q4 | $512K | Buy |
2,396
+678
| +39% | +$145K | 0.02% | 530 |
|
|
2020
Q3 | $852K | Buy |
1,718
+181
| +12% | +$89.8K | 0.04% | 319 |
|
|
2020
Q2 | $394K | Sell |
1,537
-2,141
| -58% | -$549K | 0.02% | 463 |
|
|
2020
Q1 | $557K | Buy |
3,678
+1,763
| +92% | +$267K | 0.04% | 361 |
|
|
2019
Q4 | $127K | Buy |
1,915
+1,880
| +5,371% | +$125K | 0.01% | 862 |
|
|
2019
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 2337 |
|