Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29K | Sell |
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|
2025
Q1 | $6.79K | Hold |
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|
2024
Q4 | $7.51K | Hold |
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|
2024
Q3 | $6.42K | Hold |
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|
2024
Q2 | $5.45K | Hold |
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|
2024
Q1 | $6.01K | Hold |
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|
2023
Q4 | $6.62K | Hold |
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|
2023
Q3 | $6.43K | Hold |
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|
2023
Q2 | $6.21K | Hold |
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|
2023
Q1 | $5.65K | Hold |
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|
2022
Q4 | $6.23K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Buy |
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