Montag & Associates’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
43,760
+2,233
| +5% | +$174K | 0.17% | 122 |
|
|
2025
Q1 | $3.06M | Buy |
+41,527
| New | +$3.06M | 0.15% | 131 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$108K | – | 1013 |
|
|
2023
Q4 | $108K | Hold |
1,500
| – | – | 0.01% | 467 |
|
|
2023
Q3 | $105K | Hold |
1,500
| – | – | 0.01% | 454 |
|
|
2023
Q2 | $102K | Sell |
1,500
-16
| -1% | -$1.09K | 0.01% | 468 |
|
|
2023
Q1 | $112K | Hold |
1,516
| – | – | 0.01% | 451 |
|
|
2022
Q4 | $103K | Buy |
1,516
+16
| +1% | +$1.08K | 0.01% | 444 |
|
|
2022
Q3 | $110K | Hold |
1,500
| – | – | 0.01% | 432 |
|
|
2022
Q2 | $162K | Hold |
1,500
| – | – | 0.01% | 385 |
|
|
2022
Q1 | $176K | Hold |
1,500
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $276K | Hold |
1,500
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $392K | Hold |
1,500
| – | – | 0.02% | 313 |
|
|
2021
Q2 | $581K | Hold |
1,500
| – | – | 0.03% | 281 |
|
|
2021
Q1 | $482K | Hold |
1,500
| – | – | 0.03% | 298 |
|
|
2020
Q4 | $506K | Buy |
+1,500
| New | +$506K | 0.03% | 273 |
|