Kestra Private Wealth 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 | $250K | Sell |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $787K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $908K | Buy |
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|
2020
Q4 | $890K | Sell |
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|
2020
Q3 | $1.22M | Buy |
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