Kestra Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
7,218
+1,311
| +22% | +$102K | ﹤0.01% | 1874 |
|
|
2025
Q1 | $436K | Sell |
5,907
-260
| -4% | -$19.2K | ﹤0.01% | 1903 |
|
|
2024
Q4 | $503K | Sell |
6,167
-2,095
| -25% | -$171K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $576K | Sell |
8,262
-990
| -11% | -$69K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $548K | Sell |
9,252
-4,258
| -32% | -$252K | ﹤0.01% | 1715 |
|
|
2024
Q1 | $883K | Sell |
13,510
-1,016
| -7% | -$66.4K | 0.01% | 1316 |
|
|
2023
Q4 | $1.04M | Buy |
14,526
+6,627
| +84% | +$477K | 0.01% | 1097 |
|
|
2023
Q3 | $552K | Buy |
7,899
+3,710
| +89% | +$259K | 0.01% | 1316 |
|
|
2023
Q2 | $284K | Sell |
4,189
-375
| -8% | -$25.5K | ﹤0.01% | 1659 |
|
|
2023
Q1 | $337K | Sell |
4,564
-1,386
| -23% | -$102K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $403K | Sell |
5,950
-1,038
| -15% | -$70.3K | ﹤0.01% | 1538 |
|
|
2022
Q3 | $514K | Sell |
6,988
-1,728
| -20% | -$127K | 0.01% | 1299 |
|
|
2022
Q2 | $941K | Buy |
8,716
+460
| +6% | +$49.7K | 0.01% | 1002 |
|
|
2022
Q1 | $968K | Buy |
8,256
+214
| +3% | +$25.1K | 0.01% | 981 |
|
|
2021
Q4 | $1.48M | Sell |
8,042
-227
| -3% | -$41.7K | 0.02% | 815 |
|
|
2021
Q3 | $2.16M | Sell |
8,269
-2,196
| -21% | -$574K | 0.02% | 673 |
|
|
2021
Q2 | $4.05M | Sell |
10,465
-3,037
| -22% | -$1.18M | 0.05% | 413 |
|
|
2021
Q1 | $4.34M | Buy |
13,502
+254
| +2% | +$81.6K | 0.06% | 364 |
|
|
2020
Q4 | $4.68M | Buy |
13,248
+2,037
| +18% | +$720K | 0.05% | 355 |
|
|
2020
Q3 | $5.29M | Buy |
+11,211
| New | +$5.29M | 0.1% | 234 |
|