Mission Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Sell |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $838K | Buy |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $836K | Sell |
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|
2023
Q2 | $815K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $600K | Buy |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $293K | Buy |
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