NewEdge Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
10,063
+2,054
| +26% | +$160K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $591K | Buy |
8,009
+1,153
| +17% | +$85.1K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $560K | Buy |
6,856
+521
| +8% | +$42.5K | ﹤0.01% | 1476 |
|
|
2024
Q3 | $442K | Buy |
6,335
+359
| +6% | +$25K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $354K | Sell |
5,976
-2,881
| -33% | -$171K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $579K | Buy |
8,857
+3,071
| +53% | +$201K | 0.01% | 1255 |
|
|
2023
Q4 | $405K | Sell |
5,786
-1,992
| -26% | -$139K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $544K | Buy |
7,778
+633
| +9% | +$44.3K | 0.01% | 1135 |
|
|
2023
Q2 | $485K | Buy |
7,145
+4,946
| +225% | +$336K | 0.01% | 1207 |
|
|
2023
Q1 | $162K | Sell |
2,199
-1,496
| -40% | -$110K | ﹤0.01% | 1610 |
|
|
2022
Q4 | $121K | Buy |
+3,695
| New | +$121K | ﹤0.01% | 1366 |
|
|
2022
Q3 | – | Sell |
-2,736
| Closed | -$295K | – | 1675 |
|
|
2022
Q2 | $295K | Buy |
+2,736
| New | +$295K | ﹤0.01% | 1219 |
|
|
2022
Q1 | – | Sell |
-3,093
| Closed | -$569K | – | 1679 |
|
|
2021
Q4 | $569K | Buy |
3,093
+1,718
| +125% | +$316K | 0.01% | 1009 |
|
|
2021
Q3 | $360K | Buy |
1,375
+139
| +11% | +$36.4K | 0.01% | 845 |
|
|
2021
Q2 | $478K | Buy |
1,236
+112
| +10% | +$43.3K | 0.01% | 749 |
|
|
2021
Q1 | $361K | Sell |
1,124
-525
| -32% | -$169K | 0.01% | 750 |
|
|
2020
Q4 | $556K | Sell |
1,649
-2,277
| -58% | -$768K | 0.02% | 593 |
|
|
2020
Q3 | $1.85M | Buy |
3,926
+772
| +24% | +$363K | 0.06% | 255 |
|
|
2020
Q2 | $800K | Buy |
3,154
+4
| +0.1% | +$1.02K | 0.03% | 414 |
|
|
2020
Q1 | $460K | Buy |
+3,150
| New | +$460K | 0.02% | 475 |
|