Private Advisor 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 | – | Sell |
-28,922
| Closed | -$2.13M | – | 2501 |
|
|
2025
Q1 | $2.13M | Sell |
28,922
-364
| -1% | -$26.9K | 0.01% | 867 |
|
|
2024
Q4 | $2.39M | Sell |
29,286
-1,526
| -5% | -$125K | 0.01% | 805 |
|
|
2024
Q3 | $2.15M | Buy |
30,812
+18,286
| +146% | +$1.28M | 0.01% | 845 |
|
|
2024
Q2 | $741K | Sell |
12,526
-977
| -7% | -$57.8K | 0.01% | 1346 |
|
|
2024
Q1 | $883K | Buy |
13,503
+8,704
| +181% | +$569K | 0.01% | 1206 |
|
|
2023
Q4 | $345K | Buy |
+4,799
| New | +$345K | ﹤0.01% | 1695 |
|
|
2022
Q4 | – | Sell |
-6,956
| Closed | -$512K | – | 1988 |
|
|
2022
Q3 | $512K | Sell |
6,956
-8,118
| -54% | -$598K | 0.01% | 1222 |
|
|
2022
Q2 | $1.63M | Buy |
15,074
+1,627
| +12% | +$176K | 0.01% | 842 |
|
|
2022
Q1 | $1.58M | Buy |
13,447
+1,557
| +13% | +$182K | 0.01% | 897 |
|
|
2021
Q4 | $2.19M | Sell |
11,890
-6,650
| -36% | -$1.22M | 0.02% | 767 |
|
|
2021
Q3 | $4.85M | Buy |
18,540
+7,637
| +70% | +$2M | 0.03% | 528 |
|
|
2021
Q2 | $4.22M | Sell |
10,903
-11,739
| -52% | -$4.54M | 0.04% | 470 |
|
|
2021
Q1 | $7.27M | Buy |
22,642
+8,351
| +58% | +$2.68M | 0.07% | 279 |
|
|
2020
Q4 | $4.82M | Sell |
14,291
-2,060
| -13% | -$695K | 0.05% | 338 |
|
|
2020
Q3 | $6.11M | Buy |
16,351
+151
| +0.9% | +$56.4K | 0.08% | 246 |
|
|
2020
Q2 | $4.08M | Buy |
16,200
+12,731
| +367% | +$3.21M | 0.06% | 314 |
|
|
2020
Q1 | $507K | Buy |
+3,469
| New | +$507K | 0.01% | 884 |
|