McClarren Financial Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-14
| Closed | – | – | 316 |
|
2025
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 378 |
|
2024
Q4 | – | Sell |
-14
| Closed | – | – | 331 |
|
2024
Q3 | $0 | Sell |
14
-45
| -76% | – | ﹤0.01% | 369 |
|
2024
Q2 | $0 | Buy |
59
+45
| +321% | – | ﹤0.01% | 383 |
|
2024
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 349 |
|
2023
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 368 |
|
2023
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 414 |
|
2023
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 480 |
|
2023
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 317 |
|
2022
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 486 |
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 297 |
|
2022
Q2 | – | Sell |
-14
| Closed | -$1K | – | 301 |
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 271 |
|
2021
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 289 |
|
2021
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 255 |
|
2021
Q2 | $5K | Hold |
14
| – | – | ﹤0.01% | 256 |
|
2021
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 226 |
|
2020
Q4 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 193 |
|