IAA
Independent Advisor Alliance’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,900
| Closed | -$214K | – | 936 |
|
|
2025
Q1 | $214K | Sell |
2,900
-196
| -6% | -$14.5K | 0.01% | 755 |
|
|
2024
Q4 | $253K | Sell |
3,096
-247
| -7% | -$20.2K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $233K | Sell |
3,343
-102
| -3% | -$7.11K | 0.01% | 622 |
|
|
2024
Q2 | $204K | Sell |
3,445
-275
| -7% | -$16.3K | 0.01% | 662 |
|
|
2024
Q1 | $243K | Buy |
3,720
+569
| +18% | +$37.2K | 0.01% | 618 |
|
|
2023
Q4 | $227K | Sell |
3,151
-631
| -17% | -$45.4K | 0.01% | 615 |
|
|
2023
Q3 | $265K | Sell |
3,782
-137
| -3% | -$9.58K | 0.01% | 546 |
|
|
2023
Q2 | $266K | Sell |
3,919
-457
| -10% | -$31K | 0.01% | 550 |
|
|
2023
Q1 | $323K | Buy |
+4,376
| New | +$323K | 0.02% | 500 |
|
|
2022
Q4 | – | Sell |
-5,925
| Closed | -$436K | – | 642 |
|
|
2022
Q3 | $436K | Sell |
5,925
-219
| -4% | -$16.1K | 0.03% | 406 |
|
|
2022
Q2 | $663K | Sell |
6,144
-721
| -11% | -$77.8K | 0.04% | 324 |
|
|
2022
Q1 | $805K | Buy |
6,865
+428
| +7% | +$50.2K | 0.04% | 317 |
|
|
2021
Q4 | $1.18M | Sell |
6,437
-13,123
| -67% | -$2.41M | 0.06% | 251 |
|
|
2021
Q3 | $5.12M | Buy |
19,560
+108
| +0.6% | +$28.2K | 0.28% | 82 |
|
|
2021
Q2 | $7.53M | Sell |
19,452
-3,161
| -14% | -$1.22M | 0.41% | 65 |
|
|
2021
Q1 | $7.27M | Buy |
22,613
+3,358
| +17% | +$1.08M | 0.43% | 66 |
|
|
2020
Q4 | $6.5M | Sell |
19,255
-2,260
| -11% | -$762K | 0.44% | 61 |
|
|
2020
Q3 | $10.1M | Buy |
21,515
+12,854
| +148% | +$6.02M | 0.76% | 31 |
|
|
2020
Q2 | $2.21M | Buy |
8,661
+746
| +9% | +$190K | 0.24% | 89 |
|
|
2020
Q1 | $1.16M | Buy |
+7,915
| New | +$1.16M | 0.17% | 107 |
|