Kestra Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $479K | Sell |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $883K | Sell |
|
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $941K | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $2.16M | Sell |
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|
2021
Q2 | $4.05M | Sell |
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|
2021
Q1 | $4.34M | Buy |
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|
2020
Q4 | $4.68M | Buy |
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|
2020
Q3 | $5.29M | Buy |
|