Midwest 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 | $302K | Sell |
3,870
-140
| -3% | -$10.9K | 0.16% | 87 |
|
|
2025
Q1 | $296K | Sell |
4,010
-150
| -4% | -$11.1K | 0.17% | 86 |
|
|
2024
Q4 | $339K | Sell |
4,160
-260
| -6% | -$21.2K | 0.2% | 85 |
|
|
2024
Q3 | $308K | Sell |
4,420
-300
| -6% | -$20.9K | 0.18% | 90 |
|
|
2024
Q2 | $279K | Sell |
4,720
-315
| -6% | -$18.6K | 0.18% | 89 |
|
|
2024
Q1 | $329K | Hold |
5,035
| – | – | 0.22% | 84 |
|
|
2023
Q4 | $362K | Hold |
5,035
| – | – | 0.27% | 79 |
|
|
2023
Q3 | $352K | Hold |
5,035
| – | – | 0.3% | 74 |
|
|
2023
Q2 | $342K | Sell |
5,035
-15
| -0.3% | -$1.02K | 0.29% | 79 |
|
|
2023
Q1 | $373K | Buy |
+5,050
| New | +$373K | 0.34% | 68 |
|