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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,910
| Closed | -$251K | – | 311 |
|
|
2025
Q4 | $251K | Sell |
2,910
-1,100
| -27% | -$92.6K | 0.05% | 252 |
|
|
2025
Q3 | $331K | Sell |
4,010
-3,550
| -47% | -$277K | 0.06% | 226 |
|
|
2025
Q2 | $590K | Sell |
7,560
-500
| -6% | -$38.7K | 0.13% | 182 |
|
|
2025
Q1 | $595K | Sell |
8,060
-200
| -2% | -$15.9K | 0.15% | 169 |
|
|
2024
Q4 | $674K | Sell |
8,260
-1,650
| -17% | -$130K | 0.15% | 168 |
|
|
2024
Q3 | $691K | Hold |
9,910
| – | – | 0.18% | 163 |
|
|
2024
Q2 | $587K | Sell |
9,910
-1,950
| -16% | -$120K | 0.16% | 160 |
|
|
2024
Q1 | $775K | Buy |
11,860
+286
| +2% | +$19.1K | 0.2% | 137 |
|
|
2023
Q4 | $832K | Buy |
11,574
+1,790
| +18% | +$118K | 0.24% | 114 |
|
|
2023
Q3 | $684K | Sell |
9,784
-150
| -2% | -$10.4K | 0.22% | 130 |
|
|
2023
Q2 | $674K | Buy |
9,934
+290
| +3% | +$19.4K | 0.2% | 142 |
|
|
2023
Q1 | $712K | Buy |
9,644
+130
| +1% | +$9.37K | 0.22% | 129 |
|
|
2022
Q4 | $645K | Buy |
9,514
+290
| +3% | +$22K | 0.22% | 138 |
|
|
2022
Q3 | $679K | Buy |
9,224
+563
| +7% | +$53.6K | 0.24% | 116 |
|
|
2022
Q2 | $935K | Buy |
8,661
+747
| +9% | +$78.8K | 0.32% | 85 |
|
|
2022
Q1 | $928K | Buy |
7,914
+680
| +9% | +$92.5K | 0.28% | 94 |
|
|
2021
Q4 | $1.33M | Buy |
7,234
+670
| +10% | +$158K | 0.34% | 79 |
|
|
2021
Q3 | $1.72M | Sell |
6,564
-96
| -1% | -$32.4K | 0.42% | 61 |
|
|
2021
Q2 | $2.58M | Buy |
6,660
+586
| +10% | +$195K | 0.58% | 43 |
|
|
2021
Q1 | $1.95M | Buy |
6,074
+2,355
| +63% | +$867K | 0.54% | 49 |
|
|
2020
Q4 | $1.25M | Buy |
3,719
+14
| +0.4% | +$6.24K | 0.38% | 80 |
|
|
2020
Q3 | $1.74M | Buy |
+3,705
| New | +$1.18M | 0.66% | 40 |
|
Other funds holding ZM
VPM
VCM
