Golden State 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 | $2.34K | Sell |
30
-20
| -40% | -$1.56K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $3.69K | Hold |
50
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q4 | $4.08K | Buy |
+50
| New | +$4.08K | ﹤0.01% | 1153 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$26K | – | 374 |
|
|
2021
Q3 | $26K | Buy |
+100
| New | +$26K | 0.01% | 298 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 306 |
|
|
2020
Q2 | – | Sell |
-550
| Closed | -$80K | – | 943 |
|
|
2020
Q1 | $80K | Buy |
+550
| New | +$80K | 0.04% | 286 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$8K | – | 1130 |
|
|
2019
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 797 |
|