J.P. Morgan Private Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $744K | Sell |
10,633
-1,001
| -9% | -$70K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $790K | Sell |
11,634
-3,041
| -21% | -$206K | ﹤0.01% | 853 |
|
|
2023
Q1 | $1.08M | Sell |
14,675
-2,809
| -16% | -$207K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $1.18M | Sell |
17,484
-12,234
| -41% | -$829K | ﹤0.01% | 1069 |
|
|
2022
Q3 | $2.19M | Sell |
29,718
-16,602
| -36% | -$1.22M | 0.01% | 810 |
|
|
2022
Q2 | $5M | Buy |
46,320
+19,268
| +71% | +$2.08M | 0.01% | 565 |
|
|
2022
Q1 | $3.17M | Buy |
27,052
+7,498
| +38% | +$879K | 0.01% | 749 |
|
|
2021
Q4 | $3.6M | Buy |
19,554
+9,121
| +87% | +$1.68M | 0.01% | 712 |
|
|
2021
Q3 | $2.73M | Buy |
10,433
+2,550
| +32% | +$667K | 0.01% | 775 |
|
|
2021
Q2 | $3.05M | Sell |
7,883
-8,045
| -51% | -$3.11M | 0.01% | 724 |
|
|
2021
Q1 | $5.12M | Sell |
15,928
-4,836
| -23% | -$1.55M | 0.02% | 503 |
|
|
2020
Q4 | $7M | Sell |
20,764
-1,361
| -6% | -$459K | 0.02% | 409 |
|
|
2020
Q3 | $10.4M | Buy |
22,125
+4,267
| +24% | +$2.01M | 0.04% | 322 |
|
|
2020
Q2 | $4.53M | Sell |
17,858
-8,464
| -32% | -$2.15M | 0.02% | 386 |
|
|
2020
Q1 | $3.85M | Buy |
+26,322
| New | +$3.85M | 0.02% | 403 |
|