Paloma Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,040
| Closed | -$68K | – | 1008 |
|
2024
Q1 | $68K | Buy |
+1,040
| New | +$68K | ﹤0.01% | 441 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 431 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 433 |
|
2022
Q4 | – | Sell |
-8,387
| Closed | -$617K | – | 534 |
|
2022
Q3 | $617K | Buy |
+8,387
| New | +$617K | 0.03% | 121 |
|
2022
Q2 | – | Sell |
-10,864
| Closed | -$1.27M | – | 1344 |
|
2022
Q1 | $1.27M | Sell |
10,864
-5,065
| -32% | -$593K | 0.04% | 204 |
|
2021
Q4 | $2.93M | Buy |
15,929
+13,327
| +512% | +$2.45M | 0.04% | 242 |
|
2021
Q3 | $680K | Buy |
2,602
+455
| +21% | +$119K | 0.02% | 364 |
|
2021
Q2 | $831K | Sell |
2,147
-376
| -15% | -$146K | 0.02% | 541 |
|
2021
Q1 | $810K | Sell |
2,523
-15,792
| -86% | -$5.07M | 0.02% | 656 |
|
2020
Q4 | $6.18M | Buy |
18,315
+5,463
| +43% | +$1.84M | 0.16% | 67 |
|
2020
Q3 | $6.04M | Buy |
12,852
+985
| +8% | +$463K | 0.15% | 85 |
|
2020
Q2 | $3.01M | Buy |
11,867
+9,854
| +490% | +$2.5M | 0.05% | 424 |
|
2020
Q1 | $294K | Sell |
2,013
-8,198
| -80% | -$1.2M | 0.02% | 619 |
|
2019
Q4 | $695K | Buy |
+10,211
| New | +$695K | 0.01% | 943 |
|