Gradient Investments’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$2.01K | – | 1876 |
|
|
2023
Q4 | $2.01K | Buy |
28
+13
| +87% | +$935 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $1.05K | Sell |
15
-120
| -89% | -$8.39K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $9.16K | Hold |
135
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $9.97K | Sell |
135
-200
| -60% | -$14.8K | ﹤0.01% | 817 |
|
|
2022
Q4 | $22.7K | Sell |
335
-174
| -34% | -$11.8K | ﹤0.01% | 671 |
|
|
2022
Q3 | $37K | Hold |
509
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $55K | Sell |
509
-414
| -45% | -$44.7K | ﹤0.01% | 460 |
|
|
2022
Q1 | $108K | Sell |
923
-28
| -3% | -$3.28K | ﹤0.01% | 365 |
|
|
2021
Q4 | $175K | Sell |
951
-77
| -7% | -$14.2K | ﹤0.01% | 295 |
|
|
2021
Q3 | $269K | Sell |
1,028
-50
| -5% | -$13.1K | 0.01% | 256 |
|
|
2021
Q2 | $417K | Hold |
1,078
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $346K | Buy |
1,078
+475
| +79% | +$152K | 0.01% | 248 |
|
|
2020
Q4 | $283K | Hold |
603
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $283K | Buy |
603
+174
| +41% | +$81.7K | 0.01% | 234 |
|
|
2020
Q2 | $109K | Sell |
429
-24
| -5% | -$6.1K | 0.01% | 290 |
|
|
2020
Q1 | $66K | Buy |
453
+279
| +160% | +$40.6K | ﹤0.01% | 320 |
|
|
2019
Q4 | $12K | Hold |
174
| – | – | ﹤0.01% | 658 |
|
|
2019
Q3 | $13K | Buy |
+174
| New | +$13K | ﹤0.01% | 615 |
|