IP
Intellectus Partners’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
7,560
-500
| -6% | -$39K | 0.13% | 182 |
|
|
2025
Q1 | $595K | Sell |
8,060
-200
| -2% | -$14.8K | 0.15% | 169 |
|
|
2024
Q4 | $674K | Sell |
8,260
-1,650
| -17% | -$135K | 0.15% | 168 |
|
|
2024
Q3 | $691K | Hold |
9,910
| – | – | 0.18% | 163 |
|
|
2024
Q2 | $587K | Sell |
9,910
-1,950
| -16% | -$115K | 0.16% | 160 |
|
|
2024
Q1 | $775K | Buy |
11,860
+286
| +2% | +$18.7K | 0.2% | 137 |
|
|
2023
Q4 | $832K | Buy |
11,574
+1,790
| +18% | +$129K | 0.24% | 114 |
|
|
2023
Q3 | $684K | Sell |
9,784
-150
| -2% | -$10.5K | 0.22% | 130 |
|
|
2023
Q2 | $674K | Buy |
9,934
+290
| +3% | +$19.7K | 0.2% | 142 |
|
|
2023
Q1 | $712K | Buy |
9,644
+130
| +1% | +$9.6K | 0.22% | 129 |
|
|
2022
Q4 | $645K | Buy |
9,514
+290
| +3% | +$19.6K | 0.22% | 138 |
|
|
2022
Q3 | $679K | Buy |
9,224
+563
| +7% | +$41.4K | 0.24% | 116 |
|
|
2022
Q2 | $935K | Buy |
8,661
+747
| +9% | +$80.6K | 0.32% | 85 |
|
|
2022
Q1 | $928K | Buy |
7,914
+680
| +9% | +$79.7K | 0.28% | 94 |
|
|
2021
Q4 | $1.33M | Buy |
7,234
+670
| +10% | +$123K | 0.34% | 79 |
|
|
2021
Q3 | $1.72M | Sell |
6,564
-96
| -1% | -$25.1K | 0.42% | 61 |
|
|
2021
Q2 | $2.58M | Buy |
6,660
+586
| +10% | +$227K | 0.58% | 43 |
|
|
2021
Q1 | $1.95M | Buy |
6,074
+2,355
| +63% | +$757K | 0.54% | 49 |
|
|
2020
Q4 | $1.25M | Buy |
3,719
+14
| +0.4% | +$4.72K | 0.38% | 80 |
|
|
2020
Q3 | $1.74M | Buy |
+3,705
| New | +$1.74M | 0.66% | 40 |
|