Key Financial Inc’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12K | Hold |
40
| – | – | ﹤0.01% | 1121 |
|
|
2025
Q1 | $2.95K | Hold |
40
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q4 | $3.26K | Hold |
40
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q3 | $2.79K | Hold |
40
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q2 | $2.37K | Hold |
40
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q1 | $2.62K | Hold |
40
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q4 | $2.88K | Hold |
40
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q3 | $2.8K | Hold |
40
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q2 | $2.72K | Hold |
40
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $2.95K | Hold |
40
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $2.94K | Hold |
40
| – | – | ﹤0.01% | 887 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 917 |
|
|
2022
Q2 | $4K | Sell |
40
-50
| -56% | -$5K | ﹤0.01% | 861 |
|
|
2022
Q1 | $11K | Sell |
90
-100
| -53% | -$12.2K | 0.01% | 622 |
|
|
2021
Q4 | $35K | Buy |
190
+180
| +1,800% | +$33.2K | 0.02% | 401 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 723 |
|
|
2021
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 667 |
|