Menard Financial Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
5,062
-84
| -2% | -$6.55K | 0.23% | 69 |
|
|
2025
Q1 | $402K | Buy |
5,146
+495
| +11% | +$38.6K | 0.26% | 68 |
|
|
2024
Q4 | $380K | Buy |
4,651
+320
| +7% | +$26.1K | 0.23% | 80 |
|
|
2024
Q3 | $302K | Buy |
4,331
+166
| +4% | +$11.6K | 0.2% | 95 |
|
|
2024
Q2 | $247K | Buy |
+4,165
| New | +$247K | 0.18% | 99 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$213K | – | 168 |
|
|
2021
Q2 | $213K | Sell |
550
-326
| -37% | -$126K | 0.2% | 148 |
|
|
2021
Q1 | $281K | Buy |
876
+150
| +21% | +$48.1K | 0.3% | 108 |
|
|
2020
Q4 | $245K | Buy |
726
+180
| +33% | +$60.7K | 0.26% | 120 |
|
|
2020
Q3 | $257K | Buy |
+546
| New | +$257K | 0.3% | 106 |
|