Northwestern Mutual Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Buy |
6,726
+369
| +6% | +$28.8K | ﹤0.01% | 1369 |
|
2025
Q1 | $469K | Sell |
6,357
-14,220
| -69% | -$1.05M | ﹤0.01% | 1357 |
|
2024
Q4 | $1.68M | Sell |
20,577
-12,425
| -38% | -$1.01M | ﹤0.01% | 907 |
|
2024
Q3 | $2.3M | Buy |
33,002
+12,965
| +65% | +$904K | ﹤0.01% | 815 |
|
2024
Q2 | $1.19M | Buy |
20,037
+1,145
| +6% | +$67.8K | ﹤0.01% | 966 |
|
2024
Q1 | $1.23M | Sell |
18,892
-163,114
| -90% | -$10.7M | ﹤0.01% | 943 |
|
2023
Q4 | $13.1M | Buy |
182,006
+163,068
| +861% | +$11.7M | 0.01% | 347 |
|
2023
Q3 | $1.32M | Sell |
18,938
-486
| -3% | -$34K | ﹤0.01% | 848 |
|
2023
Q2 | $1.32M | Sell |
19,424
-976
| -5% | -$66.3K | ﹤0.01% | 847 |
|
2023
Q1 | $1.51M | Buy |
20,400
+180
| +0.9% | +$13.3K | ﹤0.01% | 774 |
|
2022
Q4 | $1.37M | Sell |
20,220
-1,355
| -6% | -$91.8K | ﹤0.01% | 776 |
|
2022
Q3 | $1.59M | Buy |
21,575
+655
| +3% | +$48.2K | ﹤0.01% | 688 |
|
2022
Q2 | $2.26M | Sell |
20,920
-1,920
| -8% | -$207K | ﹤0.01% | 592 |
|
2022
Q1 | $2.68M | Sell |
22,840
-2,135
| -9% | -$250K | ﹤0.01% | 572 |
|
2021
Q4 | $4.59M | Buy |
24,975
+6,127
| +33% | +$1.13M | 0.01% | 428 |
|
2021
Q3 | $4.93M | Buy |
18,848
+3,840
| +26% | +$1M | 0.01% | 385 |
|
2021
Q2 | $5.81M | Buy |
15,008
+2,308
| +18% | +$893K | 0.01% | 354 |
|
2021
Q1 | $4.08M | Buy |
12,700
+3,164
| +33% | +$1.02M | 0.01% | 378 |
|
2020
Q4 | $3.22M | Buy |
9,536
+8,335
| +694% | +$2.81M | 0.01% | 391 |
|
2020
Q3 | $565K | Buy |
1,201
+1,121
| +1,401% | +$527K | ﹤0.01% | 723 |
|
2020
Q2 | $20K | Sell |
80
-290
| -78% | -$72.5K | ﹤0.01% | 1719 |
|
2020
Q1 | $54K | Buy |
+370
| New | +$54K | ﹤0.01% | 1361 |
|
2019
Q3 | – | Sell |
-23
| Closed | -$2K | – | 2710 |
|
2019
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 2359 |
|