Gratus Capital’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.92M | Buy |
116,919
+3,916
| +3% | +$232K | 0.28% | 89 |
|
|
2024
Q1 | $7.39M | Buy |
113,003
+3,816
| +3% | +$249K | 0.34% | 82 |
|
|
2023
Q4 | $7.85M | Buy |
109,187
+48,592
| +80% | +$3.49M | 0.44% | 71 |
|
|
2023
Q3 | $4.24M | Buy |
+60,595
| New | +$4.24M | 0.29% | 78 |
|
|
2020
Q4 | – | Sell |
-455
| Closed | -$214K | – | 189 |
|
|
2020
Q3 | $214K | Buy |
+455
| New | +$214K | 0.03% | 155 |
|