Glassman Wealth Services’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 |
-283
| Closed | -$20.4K | – | 1892 |
|
|
2023
Q4 | $20.4K | Sell |
283
-6
| -2% | -$431 | ﹤0.01% | 683 |
|
|
2023
Q3 | $20.2K | Buy |
289
+89
| +45% | +$6.23K | ﹤0.01% | 654 |
|
|
2023
Q2 | $13.6K | Sell |
200
-10
| -5% | -$679 | ﹤0.01% | 729 |
|
|
2023
Q1 | $15.5K | Sell |
210
-328
| -61% | -$24.2K | ﹤0.01% | 695 |
|
|
2022
Q4 | $36.4K | Sell |
538
-40
| -7% | -$2.71K | 0.01% | 496 |
|
|
2022
Q3 | $43K | Buy |
578
+113
| +24% | +$8.41K | 0.01% | 421 |
|
|
2022
Q2 | $50K | Buy |
465
+61
| +15% | +$6.56K | 0.01% | 400 |
|
|
2022
Q1 | $47K | Buy |
404
+342
| +552% | +$39.8K | 0.01% | 415 |
|
|
2021
Q4 | $11K | Sell |
62
-289
| -82% | -$51.3K | ﹤0.01% | 776 |
|
|
2021
Q3 | $92K | Sell |
351
-8
| -2% | -$2.1K | 0.02% | 256 |
|
|
2021
Q2 | $139K | Sell |
359
-6
| -2% | -$2.32K | 0.03% | 186 |
|
|
2021
Q1 | $117K | Buy |
365
+16
| +5% | +$5.13K | 0.03% | 203 |
|
|
2020
Q4 | $118K | Sell |
349
-1
| -0.3% | -$338 | 0.03% | 206 |
|
|
2020
Q3 | $165K | Buy |
350
+204
| +140% | +$96.2K | 0.05% | 136 |
|
|
2020
Q2 | $37K | Sell |
146
-127
| -47% | -$32.2K | 0.01% | 294 |
|
|
2020
Q1 | $40K | Buy |
273
+200
| +274% | +$29.3K | 0.02% | 260 |
|
|
2019
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 597 |
|
|
2019
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 524 |
|
|
2019
Q2 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 541 |
|