Mission Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
6,866
-29
| -0.4% | -$2.26K | 0.01% | 439 |
|
|
2025
Q1 | $509K | Sell |
6,895
-515
| -7% | -$38K | 0.01% | 418 |
|
|
2024
Q4 | $605K | Sell |
7,410
-141
| -2% | -$11.5K | 0.01% | 369 |
|
|
2024
Q3 | $527K | Sell |
7,551
-1,320
| -15% | -$92.1K | 0.01% | 408 |
|
|
2024
Q2 | $525K | Sell |
8,871
-3,951
| -31% | -$234K | 0.01% | 379 |
|
|
2024
Q1 | $838K | Buy |
12,822
+998
| +8% | +$65.2K | 0.02% | 311 |
|
|
2023
Q4 | $850K | Sell |
11,824
-125
| -1% | -$8.99K | 0.03% | 264 |
|
|
2023
Q3 | $836K | Sell |
11,949
-62
| -0.5% | -$4.34K | 0.03% | 239 |
|
|
2023
Q2 | $815K | Sell |
12,011
-66
| -0.5% | -$4.48K | 0.03% | 252 |
|
|
2023
Q1 | $892K | Sell |
12,077
-17
| -0.1% | -$1.26K | 0.04% | 226 |
|
|
2022
Q4 | $819K | Sell |
12,094
-511
| -4% | -$34.6K | 0.04% | 232 |
|
|
2022
Q3 | $928K | Buy |
12,605
+13
| +0.1% | +$957 | 0.05% | 187 |
|
|
2022
Q2 | $1.36M | Buy |
12,592
+3,149
| +33% | +$340K | 0.07% | 144 |
|
|
2022
Q1 | $1.11M | Buy |
+9,443
| New | +$1.11M | 0.05% | 175 |
|
|
2021
Q4 | – | Sell |
-1,195
| Closed | -$312K | – | 525 |
|
|
2021
Q3 | $312K | Buy |
1,195
+6
| +0.5% | +$1.57K | 0.02% | 380 |
|
|
2021
Q2 | $460K | Sell |
1,189
-49
| -4% | -$19K | 0.02% | 294 |
|
|
2021
Q1 | $398K | Sell |
1,238
-16
| -1% | -$5.14K | 0.02% | 306 |
|
|
2020
Q4 | $423K | Sell |
1,254
-23
| -2% | -$7.76K | 0.03% | 275 |
|
|
2020
Q3 | $600K | Buy |
1,277
+157
| +14% | +$73.8K | 0.04% | 174 |
|
|
2020
Q2 | $284K | Sell |
1,120
-886
| -44% | -$225K | 0.02% | 264 |
|
|
2020
Q1 | $293K | Buy |
+2,006
| New | +$293K | 0.03% | 213 |
|