Jones Financial Companies’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$836K Sell
2025
Q1
$846K Buy
2024
Q4
$710K Buy
2024
Q3
$445K Buy
2024
Q2
Sell
2024
Q1
$21.9K Buy
2023
Q1
Sell
2022
Q4
$1K Buy