Harbor Investment Advisory’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-52
Closed -$3.08K 1310
2024
Q2
$3.08K Buy
52
+4
+8% +$237 ﹤0.01% 1024
2024
Q1
$3.14K Hold
48
﹤0.01% 1033
2023
Q4
$3.45K Hold
48
﹤0.01% 990
2023
Q3
$3.36K Sell
48
-54
-53% -$3.78K ﹤0.01% 973
2023
Q2
$6.92K Hold
102
﹤0.01% 1077
2023
Q1
$7.53K Sell
102
-4
-4% -$295 ﹤0.01% 1067
2022
Q4
$7.18K Hold
106
﹤0.01% 1060
2022
Q3
$8K Buy
106
+58
+121% +$4.38K ﹤0.01% 1071
2022
Q2
$5K Hold
48
﹤0.01% 1154
2022
Q1
$6K Hold
48
﹤0.01% 1154
2021
Q4
$9K Sell
48
-100
-68% -$18.8K ﹤0.01% 1078
2021
Q3
$39K Sell
148
-100
-40% -$26.4K 0.01% 806
2021
Q2
$96K Hold
248
0.01% 518
2021
Q1
$80K Buy
248
+200
+417% +$64.5K 0.01% 542
2020
Q4
$16K Sell
48
-1,952
-98% -$651K ﹤0.01% 858
2020
Q3
$940K Sell
2,000
-1,000
-33% -$470K 0.18% 106
2020
Q2
$761K Buy
+3,000
New +$761K 0.16% 112