Pathstone Family Office’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $962K | Buy |
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|
2021
Q2 | $946K | Buy |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15K | Buy |
|