Great Valley Advisor Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,774
| Closed | -$943K | – | 749 |
|
|
2023
Q1 | $943K | Buy |
12,774
+117
| +0.9% | +$8.64K | 0.04% | 313 |
|
|
2022
Q4 | $857K | Buy |
12,657
+250
| +2% | +$16.9K | 0.04% | 347 |
|
|
2022
Q3 | $913K | Buy |
+12,407
| New | +$913K | 0.05% | 318 |
|
|
2022
Q1 | – | Sell |
-962
| Closed | -$240K | – | 636 |
|
|
2021
Q4 | $240K | Buy |
962
+20
| +2% | +$4.99K | 0.01% | 539 |
|
|
2021
Q3 | $247K | Buy |
942
+103
| +12% | +$27K | 0.02% | 511 |
|
|
2021
Q2 | $276K | Sell |
839
-93
| -10% | -$30.6K | 0.02% | 469 |
|
|
2021
Q1 | $299K | Sell |
932
-4,166
| -82% | -$1.34M | 0.03% | 406 |
|
|
2020
Q4 | $1.72M | Sell |
5,098
-3,282
| -39% | -$1.11M | 0.18% | 127 |
|
|
2020
Q3 | $3.94M | Buy |
8,380
+198
| +2% | +$93.1K | 0.48% | 47 |
|
|
2020
Q2 | $2.07M | Sell |
8,182
-233
| -3% | -$59.1K | 0.34% | 78 |
|
|
2020
Q1 | $1.23M | Buy |
+8,415
| New | +$1.23M | 0.33% | 93 |
|