Phoenix Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $735K | Buy |
|