Prestige Wealth Management Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.95K | Hold |
74
| – | – | ﹤0.01% | 523 |
|
|
2025
Q4 | $6.39K | Sell |
74
-26
| -26% | -$2.19K | ﹤0.01% | 525 |
|
|
2025
Q3 | $8.25K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2025
Q2 | $7.8K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2025
Q1 | $7.38K | Sell |
100
-39
| -28% | -$3.11K | ﹤0.01% | 490 |
|
|
2024
Q4 | $11.3K | Buy |
139
+39
| +39% | +$3.07K | ﹤0.01% | 443 |
|
|
2024
Q3 | $6.97K | Hold |
100
| – | – | ﹤0.01% | 529 |
|
|
2024
Q2 | $5.92K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $6.54K | Hold |
100
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $6.79K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $6.77K | Sell |
100
-70
| -41% | -$5.32K | ﹤0.01% | 549 |
|
|
2022
Q3 | $13K | Buy |
170
+9
| +6% | +$857 | ﹤0.01% | 384 |
|
|
2022
Q2 | $17K | Sell |
161
-14
| -8% | -$1.48K | ﹤0.01% | 362 |
|
|
2022
Q1 | $21K | Buy |
175
+49
| +39% | +$6.66K | 0.01% | 344 |
|
|
2021
Q4 | $23K | Buy |
126
+113
| +869% | +$26.6K | 0.01% | 361 |
|
|
2021
Q3 | $3K | Sell |
13
-20
| -61% | -$6.74K | ﹤0.01% | 769 |
|
|
2021
Q2 | $13K | Buy |
+33
| New | +$11K | ﹤0.01% | 436 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$3K | – | 1054 |
|
|
2020
Q4 | $3K | Buy |
+8
| New | +$3.57K | ﹤0.01% | 718 |
|
|
2020
Q2 | – | Sell |
-594
| Closed | -$87K | – | 976 |
|
|
2020
Q1 | $87K | Buy |
+594
| New | +$58.6K | 0.04% | 130 |
|
Other funds holding ZM
VPM
VCM
