Helios Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
5,900
| – | – | 0.35% | 32 |
|
|
2025
Q1 | $435K | Hold |
5,900
| – | – | 0.76% | 20 |
|
|
2024
Q4 | $481K | Hold |
5,900
| – | – | 0.28% | 40 |
|
|
2024
Q3 | $411K | Hold |
5,900
| – | – | 0.25% | 46 |
|
|
2024
Q2 | $349K | Hold |
5,900
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $386K | Hold |
5,900
| – | – | 0.27% | 46 |
|
|
2023
Q4 | $424K | Buy |
+5,900
| New | +$424K | 0.34% | 44 |
|
|
2022
Q3 | $434K | Buy |
5,900
+3,450
| +141% | +$254K | 0.83% | 35 |
|
|
2022
Q2 | $265K | Buy |
2,450
+1,000
| +69% | +$108K | 0.5% | 32 |
|
|
2022
Q1 | $170K | Hold |
1,450
| – | – | 0.36% | 28 |
|
|
2021
Q4 | $267K | Buy |
+1,450
| New | +$267K | 0.24% | 55 |
|