Independent Financial Group’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 | – | Sell |
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|
2025
Q4 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $575K | Sell |
|
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $439K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $432K | Buy |
|