IPG Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,700
| Closed | -$338K | – | 226 |
|
|
2023
Q4 | $338K | Buy |
+4,700
| New | +$338K | 0.07% | 133 |
|
|
2022
Q3 | – | Sell |
-2,348
| Closed | -$254K | – | 184 |
|
|
2022
Q2 | $254K | Buy |
+2,348
| New | +$254K | 0.06% | 124 |
|
|
2021
Q3 | – | Sell |
-2,592
| Closed | -$1M | – | 164 |
|
|
2021
Q2 | $1M | Buy |
+2,592
| New | +$1M | 0.29% | 52 |
|
|
2020
Q4 | – | Sell |
-683
| Closed | -$321K | – | 195 |
|
|
2020
Q3 | $321K | Buy |
+683
| New | +$321K | 0.09% | 109 |
|