Heritage Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Hold |
300
| – | – | ﹤0.01% | 358 |
|
|
2025
Q1 | $22.1K | Hold |
300
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $24.5K | Hold |
300
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $20.9K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $17.8K | Hold |
300
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $19.6K | Hold |
300
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $21.6K | Hold |
300
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $20.4K | Hold |
300
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $22.2K | Buy |
+300
| New | +$22.2K | ﹤0.01% | 394 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1.61K | – | 591 |
|
|
2021
Q1 | $1.61K | Buy |
+5
| New | +$1.61K | ﹤0.01% | 525 |
|