MAI Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Sell |
430
-2,305
| -84% | -$180K | ﹤0.01% | 1964 |
|
|
2025
Q1 | $202K | Hold |
2,735
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q4 | $223K | Buy |
+2,735
| New | +$223K | ﹤0.01% | 1052 |
|
|
2024
Q1 | – | Sell |
-3,145
| Closed | -$226K | – | 1219 |
|
|
2023
Q4 | $226K | Buy |
+3,145
| New | +$226K | ﹤0.01% | 955 |
|
|
2023
Q2 | – | Sell |
-2,917
| Closed | -$215K | – | 1098 |
|
|
2023
Q1 | $215K | Sell |
2,917
-91
| -3% | -$6.72K | ﹤0.01% | 900 |
|
|
2022
Q4 | $204K | Buy |
3,008
+77
| +3% | +$5.22K | ﹤0.01% | 879 |
|
|
2022
Q3 | $216K | Buy |
+2,931
| New | +$216K | ﹤0.01% | 770 |
|
|
2020
Q4 | – | Sell |
-6,050
| Closed | -$2.84M | – | 648 |
|
|
2020
Q3 | $2.84M | Hold |
6,050
| – | – | 0.08% | 149 |
|
|
2020
Q2 | $1.53M | Buy |
+6,050
| New | +$1.53M | 0.05% | 193 |
|