Jones Financial Companies’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
10,664
-643
| -6% | -$50.4K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $846K | Buy |
11,307
+2,603
| +30% | +$195K | ﹤0.01% | 927 |
|
|
2024
Q4 | $710K | Buy |
8,704
+2,307
| +36% | +$188K | ﹤0.01% | 859 |
|
|
2024
Q3 | $445K | Buy |
+6,397
| New | +$445K | ﹤0.01% | 864 |
|
|
2024
Q2 | – | Sell |
-335
| Closed | -$21.9K | – | 2457 |
|
|
2024
Q1 | $21.9K | Buy |
+335
| New | +$21.9K | ﹤0.01% | 885 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1K | – | 797 |
|
|
2022
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 721 |
|