Integrated Wealth Concepts’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.48M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $4M | Buy |
|
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|
2024
Q3 | $3.29M | Buy |
|
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $254K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $291K | Buy |
|
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $237K | Buy |
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