IHT 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 | $208K | Buy |
+2,663
| New | +$208K | 0.01% | 1078 |
|
|
2025
Q1 | – | Sell |
-2,957
| Closed | -$241K | – | 1160 |
|
|
2024
Q4 | $241K | Sell |
2,957
-412
| -12% | -$33.6K | 0.01% | 939 |
|
|
2024
Q3 | $235K | Sell |
3,369
-3,347
| -50% | -$233K | 0.01% | 1024 |
|
|
2024
Q2 | $397K | Buy |
6,716
+391
| +6% | +$23.1K | 0.01% | 707 |
|
|
2024
Q1 | $413K | Sell |
6,325
-728
| -10% | -$47.6K | 0.02% | 695 |
|
|
2023
Q4 | $507K | Buy |
7,053
+740
| +12% | +$53.2K | 0.02% | 595 |
|
|
2023
Q3 | $442K | Buy |
6,313
+99
| +2% | +$6.92K | 0.02% | 593 |
|
|
2023
Q2 | $422K | Sell |
6,214
-199
| -3% | -$13.5K | 0.02% | 598 |
|
|
2023
Q1 | $474K | Sell |
6,413
-273
| -4% | -$20.2K | 0.03% | 517 |
|
|
2022
Q4 | $453K | Sell |
6,686
-36
| -0.5% | -$2.44K | 0.03% | 517 |
|
|
2022
Q3 | $495K | Buy |
6,722
+1,456
| +28% | +$107K | 0.04% | 459 |
|
|
2022
Q2 | $569K | Sell |
5,266
-15
| -0.3% | -$1.62K | 0.05% | 358 |
|
|
2022
Q1 | $619K | Buy |
5,281
+94
| +2% | +$11K | 0.05% | 361 |
|
|
2021
Q4 | $954K | Buy |
5,187
+778
| +18% | +$143K | 0.07% | 271 |
|
|
2021
Q3 | $1.15M | Buy |
4,409
+320
| +8% | +$83.7K | 0.09% | 223 |
|
|
2021
Q2 | $1.58M | Buy |
4,089
+116
| +3% | +$44.9K | 0.1% | 210 |
|
|
2021
Q1 | $1.28M | Buy |
3,973
+549
| +16% | +$176K | 0.09% | 225 |
|
|
2020
Q4 | $1.16M | Sell |
3,424
-63
| -2% | -$21.3K | 0.1% | 217 |
|
|
2020
Q3 | $1.64M | Buy |
3,487
+389
| +13% | +$183K | 0.16% | 135 |
|
|
2020
Q2 | $785K | Sell |
3,098
-935
| -23% | -$237K | 0.11% | 215 |
|
|
2020
Q1 | $589K | Buy |
+4,033
| New | +$589K | 0.08% | 254 |
|