HighMark Wealth 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 | $75.8K | Hold |
972
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $71.7K | Hold |
972
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $79.3K | Hold |
972
| – | – | 0.05% | 99 |
|
|
2024
Q3 | $67.8K | Hold |
972
| – | – | 0.04% | 125 |
|
|
2024
Q2 | $57.5K | Hold |
972
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $63.5K | Hold |
972
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $69.9K | Hold |
972
| – | – | 0.05% | 112 |
|
|
2023
Q3 | $68K | Buy |
972
+500
| +106% | +$35K | 0.06% | 101 |
|
|
2023
Q2 | $32K | Hold |
472
| – | – | 0.02% | 147 |
|
|
2023
Q1 | $34.9K | Hold |
472
| – | – | 0.03% | 163 |
|
|
2022
Q4 | $32K | Sell |
472
-50
| -10% | -$3.39K | 0.02% | 132 |
|
|
2022
Q3 | $38K | Hold |
522
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $56K | Hold |
522
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $61K | Hold |
522
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $96K | Hold |
522
| – | – | 0.06% | 81 |
|
|
2021
Q3 | $137K | Hold |
522
| – | – | 0.1% | 62 |
|
|
2021
Q2 | $202K | Hold |
522
| – | – | 0.15% | 49 |
|
|
2021
Q1 | $168K | Hold |
522
| – | – | 0.13% | 52 |
|
|
2020
Q4 | $176K | Hold |
522
| – | – | 0.15% | 50 |
|
|
2020
Q3 | $245K | Hold |
522
| – | – | 0.22% | 38 |
|
|
2020
Q2 | $132K | Hold |
522
| – | – | 0.15% | 48 |
|
|
2020
Q1 | $76K | Buy |
+522
| New | +$76K | 0.09% | 54 |
|