Meridian Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,475
| Closed | -$242K | – | 671 |
|
|
2024
Q3 | $242K | Sell |
3,475
-88
| -2% | -$6.14K | 0.01% | 570 |
|
|
2024
Q2 | $211K | Buy |
+3,563
| New | +$211K | 0.03% | 273 |
|
|
2022
Q1 | – | Sell |
-1,378
| Closed | -$253K | – | 432 |
|
|
2021
Q4 | $253K | Sell |
1,378
-2,130
| -61% | -$391K | 0.03% | 352 |
|
|
2021
Q3 | $917K | Sell |
3,508
-2,496
| -42% | -$652K | 0.11% | 157 |
|
|
2021
Q2 | $2.32M | Sell |
6,004
-1,750
| -23% | -$677K | 0.3% | 74 |
|
|
2021
Q1 | $2.49M | Sell |
7,754
-1,585
| -17% | -$509K | 0.36% | 57 |
|
|
2020
Q4 | $3.15M | Sell |
9,339
-4,070
| -30% | -$1.37M | 0.5% | 42 |
|
|
2020
Q3 | $6.3M | Buy |
13,409
+7
| +0.1% | +$3.29K | 1.55% | 13 |
|
|
2020
Q2 | $3.4M | Sell |
13,402
-1,231
| -8% | -$312K | 1.14% | 16 |
|
|
2020
Q1 | $2.14M | Buy |
+14,633
| New | +$2.14M | 0.95% | 22 |
|
|
2019
Q3 | – | Sell |
-2,389
| Closed | -$2.12K | – | 523 |
|
|
2019
Q2 | $2.12K | Buy |
+2,389
| New | +$2.12K | 0.09% | 195 |
|