GFPC
Global Financial Private Client’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-248
| Closed | -$18.3K | – | 1652 |
|
|
2025
Q1 | $18.3K | Buy |
248
+10
| +4% | +$738 | 0.01% | 465 |
|
|
2024
Q4 | $19.4K | Buy |
238
+9
| +4% | +$734 | 0.01% | 435 |
|
|
2024
Q3 | $16K | Buy |
229
+129
| +129% | +$9K | 0.01% | 466 |
|
|
2024
Q2 | $5.92K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $6.47K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $7.01K | Hold |
100
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $6.83K | Hold |
100
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $7.37K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2022
Q4 | $6.77K | Sell |
100
-500
| -83% | -$33.9K | ﹤0.01% | 464 |
|
|
2022
Q3 | $44.4K | Buy |
600
+300
| +100% | +$22.2K | 0.03% | 278 |
|
|
2022
Q2 | $33.3K | Buy |
+300
| New | +$33.3K | 0.02% | 303 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$65.2K | – | 613 |
|
|
2021
Q1 | $65.2K | Hold |
200
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $67.5K | Hold |
200
| – | – | 0.05% | 167 |
|
|
2020
Q3 | $96.6K | Buy |
+200
| New | +$96.6K | 0.08% | 137 |
|