Optimum Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$17.4K | – | 643 |
|
|
2024
Q3 | $17.4K | Hold |
250
| – | – | 0.01% | 466 |
|
|
2024
Q2 | $14.8K | Hold |
250
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $16.3K | Hold |
250
| – | – | 0.01% | 472 |
|
|
2023
Q4 | $18K | Sell |
250
-75
| -23% | -$5.39K | 0.01% | 458 |
|
|
2023
Q3 | $22.7K | Hold |
325
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $22.1K | Hold |
325
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $24K | Hold |
325
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $22K | Sell |
325
-250
| -43% | -$16.9K | 0.01% | 474 |
|
|
2022
Q3 | $42K | Sell |
575
-42
| -7% | -$3.07K | 0.02% | 405 |
|
|
2022
Q2 | $67K | Buy |
617
+42
| +7% | +$4.56K | 0.03% | 349 |
|
|
2022
Q1 | $67K | Sell |
575
-15
| -3% | -$1.75K | 0.03% | 385 |
|
|
2021
Q4 | $109K | Sell |
590
-450
| -43% | -$83.1K | 0.04% | 324 |
|
|
2021
Q3 | $272K | Hold |
1,040
| – | – | 0.11% | 175 |
|
|
2021
Q2 | $403K | Sell |
1,040
-200
| -16% | -$77.5K | 0.13% | 169 |
|
|
2021
Q1 | $398K | Buy |
1,240
+750
| +153% | +$241K | 0.12% | 177 |
|
|
2020
Q4 | $165K | Sell |
490
-100
| -17% | -$33.7K | 0.05% | 272 |
|
|
2020
Q3 | $277K | Sell |
590
-5
| -0.8% | -$2.35K | 0.09% | 195 |
|
|
2020
Q2 | $151K | Sell |
595
-126
| -17% | -$32K | 0.05% | 268 |
|
|
2020
Q1 | $105K | Buy |
+721
| New | +$105K | 0.04% | 297 |
|