Prestige Wealth Management Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2025
Q1 | $7.38K | Sell |
100
-39
| -28% | -$2.88K | ﹤0.01% | 488 |
|
|
2024
Q4 | $11.3K | Buy |
139
+39
| +39% | +$3.18K | ﹤0.01% | 442 |
|
|
2024
Q3 | $6.97K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $5.92K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $6.54K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $6.79K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $6.77K | Sell |
100
-70
| -41% | -$4.74K | ﹤0.01% | 547 |
|
|
2022
Q3 | $13K | Buy |
170
+9
| +6% | +$688 | ﹤0.01% | 384 |
|
|
2022
Q2 | $17K | Sell |
161
-14
| -8% | -$1.48K | ﹤0.01% | 362 |
|
|
2022
Q1 | $21K | Buy |
175
+49
| +39% | +$5.88K | 0.01% | 344 |
|
|
2021
Q4 | $23K | Buy |
126
+113
| +869% | +$20.6K | 0.01% | 361 |
|
|
2021
Q3 | $3K | Sell |
13
-20
| -61% | -$4.62K | ﹤0.01% | 769 |
|
|
2021
Q2 | $13K | Buy |
+33
| New | +$13K | ﹤0.01% | 436 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$3K | – | 1054 |
|
|
2020
Q4 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 718 |
|
|
2020
Q2 | – | Sell |
-594
| Closed | -$87K | – | 976 |
|
|
2020
Q1 | $87K | Buy |
+594
| New | +$87K | 0.04% | 130 |
|