Kestra Private Wealth 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 | $355K | Buy |
4,553
+375
| +9% | +$29.2K | 0.01% | 1189 |
|
|
2025
Q1 | $308K | Buy |
+4,178
| New | +$308K | 0.01% | 1186 |
|
|
2024
Q1 | – | Sell |
-10,947
| Closed | -$787K | – | 1363 |
|
|
2023
Q4 | $787K | Buy |
+10,947
| New | +$787K | 0.02% | 587 |
|
|
2022
Q3 | – | Sell |
-1,999
| Closed | -$216K | – | 972 |
|
|
2022
Q2 | $216K | Sell |
1,999
-270
| -12% | -$29.2K | 0.01% | 769 |
|
|
2022
Q1 | $266K | Buy |
2,269
+496
| +28% | +$58.1K | 0.01% | 783 |
|
|
2021
Q4 | $326K | Buy |
1,773
+121
| +7% | +$22.2K | 0.02% | 740 |
|
|
2021
Q3 | $432K | Sell |
1,652
-348
| -17% | -$91K | 0.02% | 581 |
|
|
2021
Q2 | $774K | Sell |
2,000
-827
| -29% | -$320K | 0.05% | 404 |
|
|
2021
Q1 | $908K | Buy |
2,827
+309
| +12% | +$99.2K | 0.06% | 311 |
|
|
2020
Q4 | $890K | Sell |
2,518
-23
| -0.9% | -$8.13K | 0.07% | 302 |
|
|
2020
Q3 | $1.22M | Buy |
+2,541
| New | +$1.22M | 0.11% | 206 |
|