Householder Group Estate & Retirement Specialist’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$4K | – | 1265 |
|
|
2024
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 973 |
|
|
2024
Q2 | $3K | Sell |
61
-15
| -20% | -$738 | ﹤0.01% | 1040 |
|
|
2024
Q1 | $4.97K | Hold |
76
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 905 |
|
|
2023
Q3 | $5.32K | Buy |
+76
| New | +$5.32K | ﹤0.01% | 929 |
|
|
2023
Q1 | $82K | Buy |
1,104
+59
| +6% | +$4.38K | 0.03% | 348 |
|
|
2022
Q4 | $70K | Buy |
1,045
+35
| +3% | +$2.34K | 0.1% | 96 |
|
|
2022
Q3 | $74K | Buy |
+1,010
| New | +$74K | 0.03% | 322 |
|