O'Shaughnessy Asset 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 | $279K | Buy |
+3,580
| New | +$279K | ﹤0.01% | 1678 |
|
|
2023
Q4 | – | Sell |
-4,210
| Closed | -$294K | – | 1801 |
|
|
2023
Q3 | $294K | Buy |
+4,210
| New | +$294K | ﹤0.01% | 1129 |
|
|
2022
Q3 | – | Sell |
-2,038
| Closed | -$220K | – | 1425 |
|
|
2022
Q2 | $220K | Buy |
+2,038
| New | +$220K | ﹤0.01% | 992 |
|
|
2021
Q4 | – | Sell |
-1,134
| Closed | -$297K | – | 2539 |
|
|
2021
Q3 | $297K | Buy |
1,134
+17
| +2% | +$4.45K | 0.01% | 855 |
|
|
2021
Q2 | $432K | Buy |
1,117
+500
| +81% | +$193K | 0.01% | 715 |
|
|
2021
Q1 | $198K | Sell |
617
-281
| -31% | -$90.2K | ﹤0.01% | 932 |
|
|
2020
Q4 | $303K | Buy |
898
+206
| +30% | +$69.5K | 0.01% | 687 |
|
|
2020
Q3 | $325K | Buy |
+692
| New | +$325K | 0.01% | 564 |
|