JFS Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Sell |
171
-32
| -16% | -$2.5K | ﹤0.01% | 773 |
|
|
2025
Q1 | $15K | Buy |
203
+13
| +7% | +$959 | ﹤0.01% | 748 |
|
|
2024
Q4 | $15.5K | Buy |
190
+4
| +2% | +$326 | ﹤0.01% | 713 |
|
|
2024
Q3 | $13K | Buy |
186
+23
| +14% | +$1.6K | ﹤0.01% | 765 |
|
|
2024
Q2 | $9.65K | Buy |
163
+60
| +58% | +$3.55K | ﹤0.01% | 806 |
|
|
2024
Q1 | $6.73K | Hold |
103
| – | – | ﹤0.01% | 975 |
|
|
2023
Q4 | $7.41K | Sell |
103
-15
| -13% | -$1.08K | ﹤0.01% | 894 |
|
|
2023
Q3 | $8.25K | Buy |
118
+2
| +2% | +$140 | ﹤0.01% | 791 |
|
|
2023
Q2 | $7.88K | Buy |
116
+2
| +2% | +$136 | ﹤0.01% | 806 |
|
|
2023
Q1 | $8.42K | Buy |
114
+2
| +2% | +$148 | ﹤0.01% | 779 |
|
|
2022
Q4 | $7.59K | Sell |
112
-176
| -61% | -$11.9K | ﹤0.01% | 818 |
|
|
2022
Q3 | $21K | Sell |
288
-44
| -13% | -$3.21K | ﹤0.01% | 564 |
|
|
2022
Q2 | $36K | Buy |
332
+38
| +13% | +$4.12K | ﹤0.01% | 462 |
|
|
2022
Q1 | $34K | Buy |
294
+75
| +34% | +$8.67K | ﹤0.01% | 501 |
|
|
2021
Q4 | $40K | Buy |
219
+9
| +4% | +$1.64K | ﹤0.01% | 457 |
|
|
2021
Q3 | $55K | Buy |
210
+127
| +153% | +$33.3K | 0.01% | 407 |
|
|
2021
Q2 | $32K | Hold |
83
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $27K | Sell |
83
-11
| -12% | -$3.58K | 0.01% | 315 |
|
|
2020
Q4 | $32K | Buy |
94
+8
| +9% | +$2.72K | 0.01% | 284 |
|
|
2020
Q3 | $40K | Sell |
86
-4
| -4% | -$1.86K | 0.01% | 257 |
|
|
2020
Q2 | $23K | Buy |
90
+60
| +200% | +$15.3K | 0.01% | 294 |
|
|
2020
Q1 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 411 |
|