Plante Moran Financial Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468 | Hold |
6
| – | – | ﹤0.01% | 724 |
|
|
2025
Q1 | $443 | Hold |
6
| – | – | ﹤0.01% | 751 |
|
|
2024
Q4 | $490 | Hold |
6
| – | – | ﹤0.01% | 853 |
|
|
2024
Q3 | $418 | Hold |
6
| – | – | ﹤0.01% | 838 |
|
|
2024
Q2 | $355 | Hold |
6
| – | – | ﹤0.01% | 752 |
|
|
2024
Q1 | $392 | Buy |
+6
| New | +$392 | ﹤0.01% | 807 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$6.79K | – | 891 |
|
|
2023
Q2 | $6.79K | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $6.77K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
|
2022
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 651 |
|
|
2022
Q1 | – | Sell |
-202
| Closed | -$37K | – | 1051 |
|
|
2021
Q4 | $37K | Hold |
202
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $53K | Hold |
202
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $78K | Hold |
202
| – | – | 0.02% | 287 |
|
|
2021
Q1 | $65K | Hold |
202
| – | – | 0.02% | 310 |
|
|
2020
Q4 | $68K | Sell |
202
-66
| -25% | -$22.2K | 0.02% | 299 |
|
|
2020
Q3 | $126K | Sell |
268
-30
| -10% | -$14.1K | 0.04% | 212 |
|
|
2020
Q2 | $76K | Buy |
298
+202
| +210% | +$51.5K | 0.03% | 248 |
|
|
2020
Q1 | $14K | Buy |
96
+66
| +220% | +$9.63K | 0.01% | 455 |
|
|
2019
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 705 |
|