Janiczek Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-90
| Closed | -$5.88K | – | 1131 |
|
2024
Q1 | $5.88K | Hold |
90
| – | – | ﹤0.01% | 748 |
|
2023
Q4 | $6.47K | Hold |
90
| – | – | ﹤0.01% | 725 |
|
2023
Q3 | $6.3K | Hold |
90
| – | – | ﹤0.01% | 699 |
|
2023
Q2 | $6.11K | Hold |
90
| – | – | ﹤0.01% | 630 |
|
2023
Q1 | $6.26K | Buy |
+90
| New | +$6.26K | ﹤0.01% | 637 |
|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1081 |
|
2022
Q3 | $1K | Sell |
9
-39
| -81% | -$4.33K | ﹤0.01% | 891 |
|
2022
Q2 | $5K | Sell |
48
-5
| -9% | -$521 | ﹤0.01% | 678 |
|
2022
Q1 | $6K | Buy |
53
+18
| +51% | +$2.04K | ﹤0.01% | 652 |
|
2021
Q4 | $6K | Buy |
35
+21
| +150% | +$3.6K | ﹤0.01% | 687 |
|
2021
Q3 | $4K | Sell |
14
-17
| -55% | -$4.86K | ﹤0.01% | 744 |
|
2021
Q2 | $12K | Sell |
31
-82
| -73% | -$31.7K | ﹤0.01% | 534 |
|
2021
Q1 | $36K | Sell |
113
-44
| -28% | -$14K | 0.01% | 293 |
|
2020
Q4 | $53K | Buy |
157
+122
| +349% | +$41.2K | 0.03% | 196 |
|
2020
Q3 | $16K | Buy |
+35
| New | +$16K | 0.01% | 180 |
|