Global Retirement Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
+359
| New | +$28K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $19.8K | Sell |
243
-157
| -39% | -$12.8K | ﹤0.01% | 2087 |
|
|
2024
Q3 | $27.9K | Buy |
400
+149
| +59% | +$10.4K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $14.9K | Sell |
251
-9
| -3% | -$533 | ﹤0.01% | 2135 |
|
|
2024
Q1 | $17K | Buy |
260
+4
| +2% | +$261 | ﹤0.01% | 1882 |
|
|
2023
Q4 | $17.7K | Sell |
256
-265
| -51% | -$18.3K | ﹤0.01% | 1809 |
|
|
2023
Q3 | $34.4K | Sell |
521
-18
| -3% | -$1.19K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $36.6K | Hold |
539
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q1 | $32.8K | Buy |
539
+6
| +1% | +$365 | ﹤0.01% | 1420 |
|
|
2022
Q4 | $36.1K | Buy |
533
+1
| +0.2% | +$68 | ﹤0.01% | 1233 |
|
|
2022
Q3 | $44K | Buy |
532
+3
| +0.6% | +$248 | ﹤0.01% | 1074 |
|
|
2022
Q2 | $57K | Hold |
529
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $50K | Buy |
+529
| New | +$50K | ﹤0.01% | 999 |
|
|
2021
Q4 | – | Sell |
-194
| Closed | -$51K | – | 1874 |
|
|
2021
Q3 | $51K | Buy |
194
+13
| +7% | +$3.42K | 0.01% | 850 |
|
|
2021
Q2 | $70K | Buy |
181
+5
| +3% | +$1.93K | 0.01% | 741 |
|
|
2021
Q1 | $57K | Sell |
176
-50
| -22% | -$16.2K | 0.01% | 742 |
|
|
2020
Q4 | $76K | Sell |
226
-45
| -17% | -$15.1K | 0.01% | 598 |
|
|
2020
Q3 | $127K | Sell |
271
-102
| -27% | -$47.8K | 0.02% | 442 |
|
|
2020
Q2 | $95K | Buy |
373
+123
| +49% | +$31.3K | 0.02% | 501 |
|
|
2020
Q1 | $37K | Buy |
250
+150
| +150% | +$22.2K | 0.01% | 637 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1154 |
|