Private Trust Company’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Sell |
194
-1
| -0.5% | -$78 | ﹤0.01% | 1683 |
|
|
2025
Q1 | $14.4K | Sell |
195
-1
| -0.5% | -$74 | ﹤0.01% | 1677 |
|
|
2024
Q4 | $16K | Sell |
196
-7
| -3% | -$571 | ﹤0.01% | 1567 |
|
|
2024
Q3 | $14.2K | Buy |
203
+10
| +5% | +$697 | ﹤0.01% | 1596 |
|
|
2024
Q2 | $11.4K | Buy |
193
+86
| +80% | +$5.09K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $7K | Hold |
107
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q4 | $7.69K | Sell |
107
-14
| -12% | -$1.01K | ﹤0.01% | 1747 |
|
|
2023
Q3 | $8.46K | Hold |
121
| – | – | ﹤0.01% | 1652 |
|
|
2023
Q2 | $8.21K | Buy |
121
+14
| +13% | +$950 | ﹤0.01% | 1701 |
|
|
2023
Q1 | $7.9K | Hold |
107
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q4 | $7K | Sell |
107
-328
| -75% | -$21.5K | ﹤0.01% | 1708 |
|
|
2022
Q3 | $32K | Hold |
435
| – | – | 0.01% | 1049 |
|
|
2022
Q2 | $47K | Buy |
+435
| New | +$47K | 0.01% | 957 |
|