Perigon Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
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|
2025
Q2 | $852K | Buy |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $866K | Sell |
|
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|
2024
Q3 | $767K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $329K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $242K | Sell |
|
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $685K | Buy |
|
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|
2021
Q2 | $987K | Sell |
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|
2021
Q1 | $872K | Sell |
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|
2020
Q4 | $996K | Sell |
|
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $466K | Buy |
|