Loring Wolcott & Coolidge Fiduciary Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Hold |
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|
2025
Q1 | $1.24K | Hold |
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|
2024
Q4 | $1.39K | Hold |
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|
2024
Q3 | $1.24K | Hold |
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|
2024
Q2 | $1.01K | Hold |
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|
2024
Q1 | $1.01K | Hold |
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|
2023
Q4 | $1.1K | Hold |
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|
2023
Q3 | $1.04K | Hold |
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|
2023
Q2 | $1.15K | Sell |
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|
2023
Q1 | $13.3K | Hold |
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|
2022
Q4 | $12.2K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $33K | Sell |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $5K | Buy |
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