Newbridge Financial Services Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-750
| Closed | -$61.2K | – | 1172 |
|
|
2024
Q4 | $61.2K | Sell |
750
-203
| -21% | -$16.6K | 0.02% | 357 |
|
|
2024
Q3 | $66.5K | Sell |
953
-251
| -21% | -$17.5K | 0.02% | 229 |
|
|
2024
Q2 | $71.3K | Sell |
1,204
-90
| -7% | -$5.33K | 0.03% | 311 |
|
|
2024
Q1 | $84.6K | Sell |
1,294
-785
| -38% | -$51.3K | 0.04% | 314 |
|
|
2023
Q4 | $150K | Buy |
+2,079
| New | +$150K | 0.07% | 223 |
|
|
2023
Q3 | – | Sell |
-4,479
| Closed | -$304K | – | 1418 |
|
|
2023
Q2 | $304K | Buy |
4,479
+172
| +4% | +$11.7K | 0.15% | 144 |
|
|
2023
Q1 | $318K | Sell |
4,307
-400
| -8% | -$29.5K | 0.17% | 130 |
|
|
2022
Q4 | $319K | Sell |
4,707
-318
| -6% | -$21.5K | 0.18% | 116 |
|
|
2022
Q3 | $370K | Buy |
5,025
+188
| +4% | +$13.8K | 0.22% | 102 |
|
|
2022
Q2 | $522K | Sell |
4,837
-42
| -0.9% | -$4.53K | 0.32% | 71 |
|
|
2022
Q1 | $572K | Buy |
4,879
+844
| +21% | +$98.9K | 0.28% | 71 |
|
|
2021
Q4 | $742K | Buy |
4,035
+2,060
| +104% | +$379K | 0.35% | 65 |
|
|
2021
Q3 | $516K | Buy |
1,975
+196
| +11% | +$51.2K | 0.32% | 71 |
|
|
2021
Q2 | $689K | Sell |
1,779
-100
| -5% | -$38.7K | 0.42% | 44 |
|
|
2021
Q1 | $604K | Sell |
1,879
-981
| -34% | -$315K | 0.44% | 45 |
|
|
2020
Q4 | $965K | Buy |
2,860
+2,654
| +1,288% | +$895K | 0.79% | 16 |
|
|
2020
Q3 | $97K | Buy |
+206
| New | +$97K | 0.1% | 200 |
|