Integrated Wealth Concepts’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
17,346
+8,517
| +96% | +$664K | 0.01% | 776 |
|
|
2025
Q1 | $651K | Sell |
8,829
-40,242
| -82% | -$2.97M | 0.01% | 1033 |
|
|
2024
Q4 | $4M | Buy |
49,071
+1,858
| +4% | +$152K | 0.05% | 339 |
|
|
2024
Q3 | $3.29M | Buy |
47,213
+42,397
| +880% | +$2.96M | 0.04% | 394 |
|
|
2024
Q2 | $285K | Buy |
4,816
+30
| +0.6% | +$1.78K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $313K | Buy |
4,786
+1,247
| +35% | +$81.5K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $254K | Buy |
+3,539
| New | +$254K | ﹤0.01% | 1343 |
|
|
2022
Q3 | – | Sell |
-2,044
| Closed | -$221K | – | 1029 |
|
|
2022
Q2 | $221K | Buy |
+2,044
| New | +$221K | 0.01% | 865 |
|
|
2022
Q1 | – | Sell |
-1,584
| Closed | -$291K | – | 1060 |
|
|
2021
Q4 | $291K | Buy |
1,584
+177
| +13% | +$32.5K | 0.01% | 788 |
|
|
2021
Q3 | $368K | Buy |
1,407
+218
| +18% | +$57K | 0.01% | 663 |
|
|
2021
Q2 | $460K | Buy |
1,189
+408
| +52% | +$158K | 0.02% | 543 |
|
|
2021
Q1 | $251K | Buy |
781
+132
| +20% | +$42.4K | 0.01% | 632 |
|
|
2020
Q4 | $219K | Sell |
649
-53
| -8% | -$17.9K | 0.01% | 584 |
|
|
2020
Q3 | $330K | Sell |
702
-233
| -25% | -$110K | 0.02% | 433 |
|
|
2020
Q2 | $237K | Buy |
+935
| New | +$237K | 0.02% | 445 |
|