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Grimes & Company’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.6M Sell
199,832
-7,610
-4% -$593K 0.42% 53
2025
Q1
$15.3M Sell
207,442
-3,805
-2% -$281K 0.47% 52
2024
Q4
$17.2M Sell
211,247
-5,258
-2% -$429K 0.5% 48
2024
Q3
$15.1M Sell
216,505
-4,560
-2% -$318K 0.41% 55
2024
Q2
$13.1M Buy
221,065
+53,553
+32% +$3.17M 0.39% 61
2024
Q1
$11M Buy
167,512
+4,473
+3% +$292K 0.34% 71
2023
Q4
$11.7M Buy
163,039
+1,382
+0.9% +$99.4K 0.39% 59
2023
Q3
$11.3M Buy
161,657
+8,145
+5% +$570K 0.44% 55
2023
Q2
$10.4M Buy
+153,512
New +$10.4M 0.37% 60