Montag & Associates’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 | – | Sell |
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|
2025
Q2 | $3.41M | Buy |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $162K | Hold |
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|
2022
Q1 | $176K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $581K | Hold |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $506K | Buy |
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