JFS Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3K | Buy |
154
+4
| +3% | +$378 | ﹤0.01% | 890 |
|
|
2026
Q1 | $12.1K | Sell |
150
-11
| -7% | -$921 | ﹤0.01% | 877 |
|
|
2025
Q4 | $13.9K | Sell |
161
-3
| -2% | -$253 | ﹤0.01% | 865 |
|
|
2025
Q3 | $13.5K | Sell |
164
-7
| -4% | -$546 | ﹤0.01% | 802 |
|
|
2025
Q2 | $13.3K | Sell |
171
-32
| -16% | -$2.47K | ﹤0.01% | 773 |
|
|
2025
Q1 | $15K | Buy |
203
+13
| +7% | +$1.04K | ﹤0.01% | 748 |
|
|
2024
Q4 | $15.5K | Buy |
190
+4
| +2% | +$314 | ﹤0.01% | 713 |
|
|
2024
Q3 | $13K | Buy |
186
+23
| +14% | +$1.44K | ﹤0.01% | 765 |
|
|
2024
Q2 | $9.65K | Buy |
163
+60
| +58% | +$3.69K | ﹤0.01% | 806 |
|
|
2024
Q1 | $6.73K | Hold |
103
| – | – | ﹤0.01% | 975 |
|
|
2023
Q4 | $7.41K | Sell |
103
-15
| -13% | -$992 | ﹤0.01% | 894 |
|
|
2023
Q3 | $8.25K | Buy |
118
+2
| +2% | +$139 | ﹤0.01% | 791 |
|
|
2023
Q2 | $7.88K | Buy |
116
+2
| +2% | +$134 | ﹤0.01% | 806 |
|
|
2023
Q1 | $8.42K | Buy |
114
+2
| +2% | +$144 | ﹤0.01% | 779 |
|
|
2022
Q4 | $7.59K | Sell |
112
-176
| -61% | -$13.4K | ﹤0.01% | 818 |
|
|
2022
Q3 | $21K | Sell |
288
-44
| -13% | -$4.19K | ﹤0.01% | 564 |
|
|
2022
Q2 | $36K | Buy |
332
+38
| +13% | +$4.01K | ﹤0.01% | 462 |
|
|
2022
Q1 | $34K | Buy |
294
+75
| +34% | +$10.2K | ﹤0.01% | 501 |
|
|
2021
Q4 | $40K | Buy |
219
+9
| +4% | +$2.12K | ﹤0.01% | 457 |
|
|
2021
Q3 | $55K | Buy |
210
+127
| +153% | +$42.8K | 0.01% | 407 |
|
|
2021
Q2 | $32K | Hold |
83
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $27K | Sell |
83
-11
| -12% | -$4.05K | 0.01% | 315 |
|
|
2020
Q4 | $32K | Buy |
94
+8
| +9% | +$3.57K | 0.01% | 285 |
|
|
2020
Q3 | $40K | Sell |
86
-4
| -4% | -$1.28K | 0.01% | 257 |
|
|
2020
Q2 | $23K | Buy |
90
+60
| +200% | +$10.8K | 0.01% | 294 |
|
|
2020
Q1 | $4K | Buy |
+30
| New | +$2.96K | ﹤0.01% | 411 |
|
Other funds holding ZM
AAP
YIH
CAMG
HCM
P
AC
AAMU
CA