Osaic Holdings’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Sell |
21,949
-1,897
| -8% | -$159K | ﹤0.01% | 2184 |
|
|
2025
Q4 | $2.06M | Sell |
23,846
-1,992
| -8% | -$168K | ﹤0.01% | 2067 |
|
|
2025
Q3 | $2.12M | Buy |
25,838
+1,510
| +6% | +$118K | ﹤0.01% | 2119 |
|
|
2025
Q2 | $1.9M | Sell |
24,328
-3,215
| -12% | -$249K | ﹤0.01% | 1948 |
|
|
2025
Q1 | $2.03M | Sell |
27,543
-937
| -3% | -$74.7K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $2.33M | Buy |
28,480
+5,180
| +22% | +$407K | 0.01% | 1547 |
|
|
2024
Q3 | $1.62M | Sell |
23,300
-7,011
| -23% | -$438K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $1.79M | Sell |
30,311
-15,164
| -33% | -$932K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $2.97M | Sell |
45,475
-12,623
| -22% | -$841K | 0.01% | 1409 |
|
|
2023
Q4 | $4.18M | Sell |
58,098
-670
| -1% | -$44.3K | 0.01% | 1322 |
|
|
2023
Q3 | $4.11M | Buy |
58,768
+8,004
| +16% | +$556K | 0.01% | 1443 |
|
|
2023
Q2 | $3.45M | Sell |
50,764
-11,557
| -19% | -$773K | 0.01% | 1444 |
|
|
2023
Q1 | $4.6M | Buy |
62,321
+4,188
| +7% | +$302K | 0.01% | 1217 |
|
|
2022
Q4 | $3.94M | Buy |
58,133
+17,068
| +42% | +$1.3M | 0.01% | 1268 |
|
|
2022
Q3 | $3.02M | Sell |
41,065
-2,850
| -6% | -$271K | 0.01% | 1328 |
|
|
2022
Q2 | $4.74M | Buy |
43,915
+3,768
| +9% | +$397K | 0.01% | 1075 |
|
|
2022
Q1 | $4.83M | Sell |
40,147
-2,544
| -6% | -$346K | 0.01% | 1233 |
|
|
2021
Q4 | $7.85M | Sell |
42,691
-29,134
| -41% | -$6.85M | 0.01% | 862 |
|
|
2021
Q3 | $18.8M | Sell |
71,825
-8,508
| -11% | -$2.87M | 0.04% | 421 |
|
|
2021
Q2 | $31.1M | Sell |
80,333
-11,258
| -12% | -$3.75M | 0.07% | 285 |
|
|
2021
Q1 | $29.4M | Buy |
91,591
+23,102
| +34% | +$8.5M | 0.07% | 267 |
|
|
2020
Q4 | $23.1M | Sell |
68,489
-7,768
| -10% | -$3.46M | 0.06% | 284 |
|
|
2020
Q3 | $35.8M | Sell |
76,257
-11,072
| -13% | -$3.54M | 0.11% | 189 |
|
|
2020
Q2 | $22.1M | Sell |
87,329
-972,477
| -92% | -$175M | 0.07% | 254 |
|
|
2020
Q1 | $12.6M | Buy |
+1,059,806
| New | +$105M | 0.05% | 314 |
|
Other funds holding ZM
VPM
VCM
