Heritage Wealth Advisors’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 | $24.8K | Hold |
|
|||||
|
2025
Q2 | $23.4K | Hold |
|
|||||
|
2025
Q1 | $22.1K | Hold |
|
|||||
|
2024
Q4 | $24.5K | Hold |
|
|||||
|
2024
Q3 | $20.9K | Hold |
|
|||||
|
2024
Q2 | $17.8K | Hold |
|
|||||
|
2024
Q1 | $19.6K | Hold |
|
|||||
|
2023
Q4 | $21.6K | Hold |
|
|||||
|
2023
Q3 | $21K | Hold |
|
|||||
|
2023
Q2 | $20.4K | Hold |
|
|||||
|
2023
Q1 | $22.2K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.61K | Buy |
|