Pathstone Family Office’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $422K | Buy |
+6,034
| New | +$422K | ﹤0.01% | 1125 |
|
|
2023
Q2 | – | Sell |
-3,277
| Closed | -$243K | – | 1312 |
|
|
2023
Q1 | $243K | Sell |
3,277
-7,009
| -68% | -$520K | ﹤0.01% | 1005 |
|
|
2022
Q4 | $3.62M | Buy |
10,286
+2,375
| +30% | +$836K | 0.03% | 345 |
|
|
2022
Q3 | $612K | Buy |
7,911
+5,370
| +211% | +$416K | 0.01% | 984 |
|
|
2022
Q2 | $274K | Sell |
2,541
-488
| -16% | -$52.7K | 0.01% | 836 |
|
|
2022
Q1 | $377K | Sell |
3,029
-577
| -16% | -$71.8K | 0.01% | 659 |
|
|
2021
Q4 | $664K | Sell |
3,606
-70
| -2% | -$12.9K | 0.02% | 448 |
|
|
2021
Q3 | $962K | Buy |
3,676
+1,231
| +50% | +$322K | 0.03% | 308 |
|
|
2021
Q2 | $946K | Buy |
2,445
+429
| +21% | +$166K | 0.03% | 284 |
|
|
2021
Q1 | $648K | Buy |
2,016
+2,010
| +33,500% | +$646K | 0.02% | 293 |
|
|
2020
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1035 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1033 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$15K | – | 994 |
|
|
2020
Q1 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 458 |
|