Larson Financial Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Buy |
2,675
+721
| +37% | +$60.4K | 0.01% | 696 |
|
|
2025
Q4 | $169K | Buy |
1,954
+1,407
| +257% | +$118K | 0.01% | 747 |
|
|
2025
Q3 | $45.1K | Sell |
547
-238
| -30% | -$18.6K | ﹤0.01% | 1203 |
|
|
2025
Q2 | $61.2K | Buy |
785
+349
| +80% | +$27K | ﹤0.01% | 1001 |
|
|
2025
Q1 | $32.2K | Buy |
436
+58
| +15% | +$4.62K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $30.8K | Sell |
378
-148
| -28% | -$11.6K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $36.7K | Buy |
526
+5
| +1% | +$313 | ﹤0.01% | 997 |
|
|
2024
Q2 | $30.8K | Sell |
521
-1,419
| -73% | -$87.2K | ﹤0.01% | 933 |
|
|
2024
Q1 | $127K | Buy |
1,940
+1,490
| +331% | +$99.3K | 0.01% | 498 |
|
|
2023
Q4 | $32.4K | Sell |
450
-2,265
| -83% | -$150K | ﹤0.01% | 739 |
|
|
2023
Q3 | $190K | Buy |
2,715
+553
| +26% | +$38.4K | 0.02% | 334 |
|
|
2023
Q2 | $147K | Buy |
2,162
+191
| +10% | +$12.8K | 0.01% | 369 |
|
|
2023
Q1 | $146K | Buy |
1,971
+104
| +6% | +$7.49K | 0.02% | 365 |
|
|
2022
Q4 | $126K | Sell |
1,867
-1,679
| -47% | -$128K | 0.02% | 374 |
|
|
2022
Q3 | $261K | Buy |
3,546
+1,407
| +66% | +$134K | 0.04% | 240 |
|
|
2022
Q2 | $231K | Buy |
2,139
+1,537
| +255% | +$162K | 0.04% | 171 |
|
|
2022
Q1 | $71K | Buy |
602
+15
| +3% | +$2.04K | 0.01% | 326 |
|
|
2021
Q4 | $108K | Buy |
587
+457
| +352% | +$107K | 0.02% | 261 |
|
|
2021
Q3 | $34K | Sell |
130
-36
| -22% | -$12.1K | 0.01% | 365 |
|
|
2021
Q2 | $64K | Sell |
166
-22
| -12% | -$7.33K | 0.01% | 237 |
|
|
2021
Q1 | $60K | Sell |
188
-11
| -6% | -$4.05K | 0.02% | 226 |
|
|
2020
Q4 | $67K | Buy |
199
+11
| +6% | +$4.9K | 0.02% | 177 |
|
|
2020
Q3 | $88K | Buy |
188
+36
| +24% | +$11.5K | 0.04% | 139 |
|
|
2020
Q2 | $39K | Sell |
152
-178
| -54% | -$32K | 0.02% | 213 |
|
|
2020
Q1 | $48K | Buy |
+330
| New | +$32.6K | 0.03% | 160 |
|
Other funds holding ZM
VPM
VCM
