Institutional & Family Asset Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$144 | – | 779 |
|
|
2023
Q4 | $144 | Hold |
2
| – | – | ﹤0.01% | 697 |
|
|
2023
Q3 | $140 | Hold |
2
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $136 | Hold |
2
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $148 | Hold |
2
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $135 | Hold |
2
| – | – | ﹤0.01% | 702 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 790 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 951 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 885 |
|
|
2021
Q2 | $1K | Sell |
2
-10
| -83% | -$5K | ﹤0.01% | 920 |
|
|
2021
Q1 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 735 |
|
|
2020
Q3 | – | Sell |
-45
| Closed | -$11K | – | 904 |
|
|
2020
Q2 | $11K | Sell |
45
-279
| -86% | -$68.2K | ﹤0.01% | 478 |
|
|
2020
Q1 | $47K | Buy |
+324
| New | +$47K | 0.01% | 283 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 896 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 807 |
|
|
2019
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 753 |
|