IFP Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135K | Sell |
1,680
-1,546
| -48% | -$129K | ﹤0.01% | 1635 |
|
|
2025
Q4 | $278K | Buy |
3,226
+1,825
| +130% | +$154K | 0.01% | 1202 |
|
|
2025
Q3 | $116K | Buy |
1,401
+228
| +19% | +$17.8K | ﹤0.01% | 1590 |
|
|
2025
Q2 | $91.5K | Buy |
1,173
+741
| +172% | +$57.3K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $31.9K | Sell |
432
-321
| -43% | -$25.6K | ﹤0.01% | 2088 |
|
|
2024
Q4 | $61.5K | Buy |
753
+38
| +5% | +$2.99K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $49.9K | Buy |
715
+171
| +31% | +$10.7K | ﹤0.01% | 1733 |
|
|
2024
Q2 | $32.2K | Buy |
544
+84
| +18% | +$5.16K | ﹤0.01% | 1863 |
|
|
2024
Q1 | $30.1K | Buy |
460
+115
| +33% | +$7.67K | ﹤0.01% | 1792 |
|
|
2023
Q4 | $24.8K | Buy |
345
+53
| +18% | +$3.5K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $20.4K | Sell |
292
-241
| -45% | -$16.7K | ﹤0.01% | 1938 |
|
|
2023
Q2 | $36.2K | Buy |
533
+80
| +18% | +$5.35K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $28.1K | Sell |
453
-1,863
| -80% | -$134K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $180K | Sell |
2,316
-2,424
| -51% | -$184K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $354K | Buy |
4,740
+1,073
| +29% | +$102K | 0.01% | 1098 |
|
|
2022
Q2 | $278K | Hold |
3,667
| – | – | 0.01% | 1118 |
|
|
2022
Q1 | $278K | Buy |
3,667
+2,732
| +292% | +$372K | 0.01% | 1118 |
|
|
2021
Q4 | $171K | Buy |
935
+244
| +35% | +$57.4K | ﹤0.01% | 1026 |
|
|
2021
Q3 | $186K | Buy |
691
+212
| +44% | +$71.5K | ﹤0.01% | 988 |
|
|
2021
Q2 | $186K | Sell |
479
-21
| -4% | -$6.99K | ﹤0.01% | 938 |
|
|
2021
Q1 | $161K | Sell |
500
-408
| -45% | -$150K | ﹤0.01% | 940 |
|
|
2020
Q4 | $298K | Sell |
908
-216
| -19% | -$96.3K | 0.01% | 664 |
|
|
2020
Q3 | $522K | Buy |
1,124
+205
| +22% | +$65.6K | 0.03% | 421 |
|
|
2020
Q2 | $222K | Buy |
919
+236
| +35% | +$42.5K | 0.02% | 626 |
|
|
2020
Q1 | $96K | Buy |
683
+343
| +101% | +$33.8K | 0.01% | 843 |
|
|
2019
Q4 | $23K | Buy |
340
+39
| +13% | +$2.68K | ﹤0.01% | 1571 |
|
|
2019
Q3 | $23K | Buy |
+301
| New | +$27.1K | ﹤0.01% | 1710 |
|
Other funds holding ZM
VPM
VCM
