Legacy Financial Advisors’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 | $456K | Sell |
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|
2025
Q4 | $723K | Buy |
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|
2025
Q3 | $418K | Buy |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $586K | Buy |
|