IAG Wealth Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80
| Closed | -$6.53K | – | 540 |
|
|
2024
Q4 | $6.53K | Buy |
+80
| New | +$6.53K | ﹤0.01% | 398 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.36K | – | 488 |
|
|
2022
Q4 | $1.36K | Hold |
20
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 318 |
|
|
2021
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 294 |
|
|
2020
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 283 |
|
|
2020
Q3 | $10K | Hold |
20
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 277 |
|
|
2020
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 314 |
|