Lyell Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $556K | Sell |
|
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $684K | Sell |
|
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|
2023
Q2 | $685K | Sell |
|
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|
2023
Q1 | $1.03M | Sell |
|
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $2.16M | Sell |
|
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|
2022
Q2 | $3.35M | Sell |
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|
2022
Q1 | $3.75M | Sell |
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|
2021
Q4 | $6.24M | Sell |
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|
2021
Q3 | $9.39M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $9.87M | Sell |
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|
2020
Q4 | $10.5M | Sell |
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|
2020
Q3 | $14.8M | Sell |
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|
2020
Q2 | $8.05M | Buy |
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|
2020
Q1 | $3.97M | Buy |
|