Laidlaw Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,388
| Closed | -$258K | – | 380 |
|
|
2022
Q2 | $258K | Buy |
2,388
+316
| +15% | +$34.1K | 0.05% | 298 |
|
|
2022
Q1 | $243K | Sell |
2,072
-957
| -32% | -$112K | 0.04% | 333 |
|
|
2021
Q4 | $557K | Sell |
3,029
-694
| -19% | -$128K | 0.09% | 210 |
|
|
2021
Q3 | $974K | Buy |
3,723
+622
| +20% | +$163K | 0.25% | 93 |
|
|
2021
Q2 | $1.2M | Buy |
3,101
+154
| +5% | +$59.6K | 0.31% | 84 |
|
|
2021
Q1 | $947K | Buy |
2,947
+152
| +5% | +$48.8K | 0.32% | 82 |
|
|
2020
Q4 | $943K | Buy |
+2,795
| New | +$943K | 0.2% | 129 |
|