Plante Moran Financial Advisors’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 | $495 | Hold |
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|
2025
Q2 | $468 | Hold |
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|
2025
Q1 | $443 | Hold |
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|
2024
Q4 | $490 | Hold |
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|
2024
Q3 | $418 | Hold |
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|
2024
Q2 | $355 | Hold |
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|
2024
Q1 | $392 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $6.79K | Hold |
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|
2023
Q1 | $7.38K | Hold |
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|
2022
Q4 | $6.77K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $68K | Sell |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $76K | Buy |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $2K | Buy |
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