Lyell Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,622
| Closed | -$462K | – | 210 |
|
|
2024
Q3 | $462K | Sell |
6,622
-1,799
| -21% | -$125K | 0.04% | 148 |
|
|
2024
Q2 | $498K | Sell |
8,421
-83
| -1% | -$4.91K | 0.05% | 138 |
|
|
2024
Q1 | $556K | Sell |
8,504
-1,007
| -11% | -$65.8K | 0.06% | 131 |
|
|
2023
Q4 | $684K | Sell |
9,511
-270
| -3% | -$19.4K | 0.08% | 119 |
|
|
2023
Q3 | $684K | Sell |
9,781
-315
| -3% | -$22K | 0.09% | 113 |
|
|
2023
Q2 | $685K | Sell |
10,096
-3,868
| -28% | -$263K | 0.09% | 121 |
|
|
2023
Q1 | $1.03M | Sell |
13,964
-6,335
| -31% | -$468K | 0.14% | 106 |
|
|
2022
Q4 | $1.38M | Sell |
20,299
-9,090
| -31% | -$616K | 0.22% | 94 |
|
|
2022
Q3 | $2.16M | Sell |
29,389
-1,621
| -5% | -$119K | 0.37% | 82 |
|
|
2022
Q2 | $3.35M | Sell |
31,010
-1,005
| -3% | -$109K | 0.55% | 67 |
|
|
2022
Q1 | $3.75M | Sell |
32,015
-1,924
| -6% | -$226K | 0.48% | 71 |
|
|
2021
Q4 | $6.24M | Sell |
33,939
-1,973
| -5% | -$363K | 0.71% | 51 |
|
|
2021
Q3 | $9.39M | Buy |
35,912
+4,948
| +16% | +$1.29M | 1.14% | 34 |
|
|
2021
Q2 | $12M | Buy |
30,964
+232
| +0.8% | +$89.8K | 1.48% | 21 |
|
|
2021
Q1 | $9.87M | Sell |
30,732
-465
| -1% | -$149K | 1.44% | 25 |
|
|
2020
Q4 | $10.5M | Sell |
31,197
-360
| -1% | -$121K | 1.68% | 18 |
|
|
2020
Q3 | $14.8M | Sell |
31,557
-179
| -0.6% | -$84.1K | 2.78% | 5 |
|
|
2020
Q2 | $8.05M | Buy |
31,736
+4,562
| +17% | +$1.16M | 1.77% | 19 |
|
|
2020
Q1 | $3.97M | Buy |
+27,174
| New | +$3.97M | 1.19% | 40 |
|