LPL Financial’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 | $9.6M | Buy |
119,426
+11,209
| +10% | +$939K | ﹤0.01% | 2032 |
|
|
2025
Q4 | $9.34M | Buy |
108,217
+11,825
| +12% | +$995K | ﹤0.01% | 1994 |
|
|
2025
Q3 | $7.95M | Sell |
96,392
-3,625
| -4% | -$283K | ﹤0.01% | 2084 |
|
|
2025
Q2 | $7.8M | Buy |
100,017
+9,433
| +10% | +$729K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $6.68M | Buy |
90,584
+4,489
| +5% | +$358K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $7.03M | Buy |
86,095
+3,942
| +5% | +$310K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $5.73M | Buy |
82,153
+2,925
| +4% | +$183K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $4.69M | Sell |
79,228
-14,939
| -16% | -$918K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $6.16M | Sell |
94,167
-19,370
| -17% | -$1.29M | ﹤0.01% | 1637 |
|
|
2023
Q4 | $8.16M | Sell |
113,537
-242
| -0.2% | -$16K | 0.01% | 1367 |
|
|
2023
Q3 | $7.96M | Buy |
113,779
+212
| +0.2% | +$14.7K | 0.01% | 1304 |
|
|
2023
Q2 | $7.71M | Buy |
113,567
+8,786
| +8% | +$587K | 0.01% | 1294 |
|
|
2023
Q1 | $7.74M | Buy |
104,781
+6,847
| +7% | +$493K | 0.01% | 1243 |
|
|
2022
Q4 | $6.63M | Sell |
97,934
-11,340
| -10% | -$861K | 0.01% | 1279 |
|
|
2022
Q3 | $8.04M | Buy |
109,274
+12,702
| +13% | +$1.21M | 0.01% | 1073 |
|
|
2022
Q2 | $10.4M | Buy |
96,572
+7,186
| +8% | +$758K | 0.01% | 939 |
|
|
2022
Q1 | $10.5M | Sell |
89,386
-62
| -0.1% | -$8.43K | 0.01% | 965 |
|
|
2021
Q4 | $16.4M | Sell |
89,448
-30,037
| -25% | -$7.06M | 0.01% | 759 |
|
|
2021
Q3 | $31.2M | Buy |
119,485
+1,523
| +1% | +$513K | 0.03% | 462 |
|
|
2021
Q2 | $45.7M | Sell |
117,962
-810
| -0.7% | -$270K | 0.05% | 351 |
|
|
2021
Q1 | $38.2M | Buy |
118,772
+19,955
| +20% | +$7.34M | 0.04% | 351 |
|
|
2020
Q4 | $33.3M | Buy |
98,817
+12,093
| +14% | +$5.39M | 0.04% | 339 |
|
|
2020
Q3 | $40.8M | Buy |
86,724
+4,116
| +5% | +$1.32M | 0.06% | 265 |
|
|
2020
Q2 | $20.9M | Sell |
82,608
-16,102
| -16% | -$2.9M | 0.04% | 358 |
|
|
2020
Q1 | $14.4M | Buy |
98,710
+74,750
| +312% | +$7.38M | 0.03% | 396 |
|
|
2019
Q4 | $1.63M | Buy |
23,960
+5,343
| +29% | +$368K | ﹤0.01% | 1492 |
|
|
2019
Q3 | $1.42M | Buy |
18,617
+4,320
| +30% | +$389K | ﹤0.01% | 1490 |
|
|
2019
Q2 | $1.27M | Buy |
+14,297
| New | +$1.18M | ﹤0.01% | 1565 |
|
Other funds holding ZM
VPM
VCM
