HWA
HHM Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48K | Hold |
19
| – | – | ﹤0.01% | 789 |
|
|
2025
Q1 | $1.4K | Hold |
19
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $1.55K | Buy |
+19
| New | +$1.55K | ﹤0.01% | 783 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$3.6K | – | 781 |
|
|
2023
Q4 | $3.6K | Hold |
50
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $3.5K | Hold |
50
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $3.39K | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $3.69K | Hold |
50
| – | – | ﹤0.01% | 680 |
|
|
2022
Q4 | $3.39K | Sell |
50
-83
| -62% | -$5.62K | ﹤0.01% | 560 |
|
|
2022
Q3 | $10K | Hold |
133
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $14K | Hold |
133
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $16K | Hold |
133
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $24K | Sell |
133
-6
| -4% | -$1.08K | 0.01% | 407 |
|
|
2021
Q3 | $36K | Buy |
139
+25
| +22% | +$6.48K | 0.01% | 338 |
|
|
2021
Q2 | $44K | Buy |
114
+50
| +78% | +$19.3K | 0.01% | 320 |
|
|
2021
Q1 | $21K | Hold |
64
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $22K | Sell |
64
-52
| -45% | -$17.9K | 0.01% | 344 |
|
|
2020
Q3 | $55K | Buy |
116
+12
| +12% | +$5.69K | 0.02% | 210 |
|
|
2020
Q2 | $26K | Buy |
+104
| New | +$26K | 0.01% | 289 |
|