Oppenheimer & Co’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 |
-8,235
| Closed | -$672K | – | 1681 |
|
2024
Q4 | $672K | Sell |
8,235
-213
| -3% | -$17.4K | 0.01% | 957 |
|
2024
Q3 | $589K | Sell |
8,448
-777
| -8% | -$54.2K | 0.01% | 981 |
|
2024
Q2 | $546K | Sell |
9,225
-1,025
| -10% | -$60.7K | 0.01% | 980 |
|
2024
Q1 | $670K | Sell |
10,250
-691
| -6% | -$45.2K | 0.01% | 892 |
|
2023
Q4 | $787K | Sell |
10,941
-258
| -2% | -$18.6K | 0.01% | 800 |
|
2023
Q3 | $783K | Sell |
11,199
-25
| -0.2% | -$1.75K | 0.02% | 758 |
|
2023
Q2 | $762K | Sell |
11,224
-2,228
| -17% | -$151K | 0.02% | 815 |
|
2023
Q1 | $993K | Buy |
13,452
+7,524
| +127% | +$556K | 0.02% | 696 |
|
2022
Q4 | $402K | Buy |
+5,928
| New | +$402K | 0.01% | 979 |
|
2022
Q3 | – | Sell |
-4,217
| Closed | -$455K | – | 1474 |
|
2022
Q2 | $455K | Sell |
4,217
-5,024
| -54% | -$542K | 0.01% | 952 |
|
2022
Q1 | $1.08M | Buy |
9,241
+1,049
| +13% | +$123K | 0.02% | 715 |
|
2021
Q4 | $1.51M | Sell |
8,192
-2,446
| -23% | -$450K | 0.03% | 609 |
|
2021
Q3 | $2.78M | Sell |
10,638
-2,950
| -22% | -$772K | 0.05% | 402 |
|
2021
Q2 | $5.26M | Sell |
13,588
-1,080
| -7% | -$418K | 0.09% | 253 |
|
2021
Q1 | $4.71M | Buy |
14,668
+4,770
| +48% | +$1.53M | 0.09% | 261 |
|
2020
Q4 | $3.34M | Sell |
9,898
-525
| -5% | -$177K | 0.07% | 313 |
|
2020
Q3 | $4.9M | Buy |
10,423
+893
| +9% | +$420K | 0.12% | 186 |
|
2020
Q2 | $2.42M | Buy |
9,530
+3,842
| +68% | +$974K | 0.06% | 327 |
|
2020
Q1 | $831K | Buy |
+5,688
| New | +$831K | 0.03% | 585 |
|