Pathstone Holdings’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
10,152
+1,301
| +15% | +$101K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $645K | Buy |
8,851
+96
| +1% | +$7K | ﹤0.01% | 1592 |
|
|
2024
Q4 | $715K | Buy |
8,755
+1,573
| +22% | +$128K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $501K | Buy |
7,182
+584
| +9% | +$40.7K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $391K | Buy |
6,598
+1,807
| +38% | +$107K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $313K | Sell |
4,791
-2,547
| -35% | -$166K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $528K | Buy |
+7,338
| New | +$528K | ﹤0.01% | 1469 |
|