Perigon Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
10,922
+236
| +2% | +$18.4K | 0.02% | 515 |
|
|
2025
Q1 | $788K | Sell |
10,686
-211
| -2% | -$15.6K | 0.02% | 506 |
|
|
2024
Q4 | $866K | Sell |
10,897
-102
| -0.9% | -$8.1K | 0.02% | 486 |
|
|
2024
Q3 | $767K | Buy |
+10,999
| New | +$767K | 0.02% | 499 |
|
|
2024
Q1 | – | Sell |
-4,579
| Closed | -$329K | – | 931 |
|
|
2023
Q4 | $329K | Buy |
+4,579
| New | +$329K | 0.01% | 622 |
|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$238K | – | 603 |
|
|
2022
Q2 | $238K | Buy |
2,200
+139
| +7% | +$15K | 0.02% | 493 |
|
|
2022
Q1 | $242K | Sell |
2,061
-578
| -22% | -$67.9K | 0.02% | 534 |
|
|
2021
Q4 | $485K | Buy |
2,639
+19
| +0.7% | +$3.49K | 0.03% | 347 |
|
|
2021
Q3 | $685K | Buy |
2,620
+70
| +3% | +$18.3K | 0.06% | 252 |
|
|
2021
Q2 | $987K | Sell |
2,550
-163
| -6% | -$63.1K | 0.09% | 200 |
|
|
2021
Q1 | $872K | Sell |
2,713
-239
| -8% | -$76.8K | 0.09% | 199 |
|
|
2020
Q4 | $996K | Sell |
2,952
-303
| -9% | -$102K | 0.12% | 146 |
|
|
2020
Q3 | $1.53M | Sell |
3,255
-727
| -18% | -$342K | 0.21% | 86 |
|
|
2020
Q2 | $1.01M | Buy |
3,982
+243
| +6% | +$61.6K | 0.16% | 104 |
|
|
2020
Q1 | $466K | Buy |
+3,739
| New | +$466K | 0.09% | 177 |
|