Laird Norton Wetherby Wealth Management’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,082
Closed -$209K 934
2022
Q4
$209K Buy
3,082
+591
+24% +$40K 0.01% 785
2022
Q3
$183K Sell
2,491
-2,742
-52% -$201K 0.01% 807
2022
Q2
$565K Buy
5,233
+2,483
+90% +$268K 0.04% 463
2022
Q1
$322K Buy
2,750
+519
+23% +$60.8K 0.02% 690
2021
Q4
$411K Sell
2,231
-298
-12% -$54.9K 0.02% 590
2021
Q3
$661K Buy
2,529
+142
+6% +$37.1K 0.04% 406
2021
Q2
$924K Sell
2,387
-139
-6% -$53.8K 0.06% 324
2021
Q1
$811K Sell
2,526
-308
-11% -$98.9K 0.06% 308
2020
Q4
$956K Buy
2,834
+725
+34% +$245K 0.06% 282
2020
Q3
$991K Buy
+2,109
New +$991K 0.09% 221