Oak Thistle LLC’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
+28,337
| New | +$2.21M | 0.33% | 97 |
|
|
2025
Q1 | – | Sell |
-4,058
| Closed | -$331K | – | 582 |
|
|
2024
Q4 | $331K | Sell |
4,058
-3,770
| -48% | -$308K | 0.1% | 315 |
|
|
2024
Q3 | $546K | Sell |
7,828
-256
| -3% | -$17.9K | 0.18% | 224 |
|
|
2024
Q2 | $478K | Buy |
8,084
+3,897
| +93% | +$231K | 0.36% | 117 |
|
|
2024
Q1 | $274K | Sell |
4,187
-4,855
| -54% | -$317K | 0.25% | 194 |
|
|
2023
Q4 | $650K | Buy |
9,042
+4,461
| +97% | +$321K | 0.19% | 224 |
|
|
2023
Q3 | $320K | Buy |
4,581
+827
| +22% | +$57.8K | 0.09% | 376 |
|
|
2023
Q2 | $255K | Buy |
+3,754
| New | +$255K | 0.13% | 287 |
|