Intellectus Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $674K | Sell |
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|
2024
Q3 | $691K | Hold |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $935K | Buy |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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