Helios Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Hold |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $424K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $267K | Buy |
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