Mezzasalma Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,090
| Closed | -$660K | – | 110 |
|
|
2024
Q1 | $660K | Sell |
10,090
-10,630
| -51% | -$695K | 0.31% | 51 |
|
|
2023
Q4 | $1.49M | Sell |
20,720
-350
| -2% | -$25.2K | 0.81% | 27 |
|
|
2023
Q3 | $1.47M | Sell |
21,070
-40
| -0.2% | -$2.8K | 0.91% | 26 |
|
|
2023
Q2 | $1.43M | Buy |
21,110
+115
| +0.5% | +$7.81K | 0.87% | 26 |
|
|
2023
Q1 | $1.55M | Sell |
20,995
-130
| -0.6% | -$9.6K | 1.1% | 23 |
|
|
2022
Q4 | $1.43M | Sell |
21,125
-1,730
| -8% | -$117K | 1.25% | 21 |
|
|
2022
Q3 | $1.68M | Sell |
22,855
-10
| -0% | -$736 | 1.34% | 18 |
|
|
2022
Q2 | $2.47M | Sell |
22,865
-30
| -0.1% | -$3.24K | 2.09% | 12 |
|
|
2022
Q1 | $2.68M | Sell |
22,895
-1,510
| -6% | -$177K | 1.67% | 16 |
|
|
2021
Q4 | $4.49M | Sell |
24,405
-1,330
| -5% | -$245K | 2.41% | 12 |
|
|
2021
Q3 | $6.73M | Buy |
25,735
+10,485
| +69% | +$2.74M | 3.78% | 6 |
|
|
2021
Q2 | $5.9M | Hold |
15,250
| – | – | 3.25% | 8 |
|
|
2021
Q1 | $4.9M | Sell |
15,250
-70
| -0.5% | -$22.5K | 3.14% | 9 |
|
|
2020
Q4 | $5.17M | Buy |
+15,320
| New | +$5.17M | 3.31% | 8 |
|