Prospera Financial Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,667
| Closed | -$952K | – | 1243 |
|
|
2024
Q4 | $952K | Buy |
+11,667
| New | +$952K | 0.02% | 559 |
|
|
2024
Q1 | – | Sell |
-3,004
| Closed | -$216K | – | 1147 |
|
|
2023
Q4 | $216K | Sell |
3,004
-21
| -0.7% | -$1.51K | 0.01% | 975 |
|
|
2023
Q3 | $212K | Buy |
3,025
+43
| +1% | +$3.01K | 0.01% | 933 |
|
|
2023
Q2 | $202K | Sell |
2,982
-205
| -6% | -$13.9K | 0.01% | 956 |
|
|
2023
Q1 | $235K | Buy |
3,187
+39
| +1% | +$2.88K | 0.01% | 859 |
|
|
2022
Q4 | $213K | Sell |
3,148
-378
| -11% | -$25.6K | 0.01% | 824 |
|
|
2022
Q3 | $260K | Sell |
3,526
-66
| -2% | -$4.87K | 0.01% | 697 |
|
|
2022
Q2 | $388K | Buy |
3,592
+362
| +11% | +$39.1K | 0.02% | 577 |
|
|
2022
Q1 | $379K | Sell |
3,230
-116
| -3% | -$13.6K | 0.02% | 676 |
|
|
2021
Q4 | $616K | Sell |
3,346
-2,204
| -40% | -$406K | 0.03% | 515 |
|
|
2021
Q3 | $1.45M | Sell |
5,550
-2,104
| -27% | -$550K | 0.07% | 305 |
|
|
2021
Q2 | $2.96M | Buy |
7,654
+1,093
| +17% | +$423K | 0.15% | 177 |
|
|
2021
Q1 | $2.11M | Buy |
6,561
+4,433
| +208% | +$1.42M | 0.13% | 209 |
|
|
2020
Q4 | $718K | Sell |
2,128
-945
| -31% | -$319K | 0.05% | 354 |
|
|
2020
Q3 | $1.45M | Sell |
3,073
-905
| -23% | -$426K | 0.55% | 41 |
|
|
2020
Q2 | $1.01M | Sell |
3,978
-10,404
| -72% | -$2.64M | 0.09% | 231 |
|
|
2020
Q1 | $2.1M | Buy |
14,382
+9,916
| +222% | +$1.45M | 0.22% | 111 |
|
|
2019
Q4 | $304K | Buy |
+4,466
| New | +$304K | 0.02% | 482 |
|
|
2019
Q3 | – | Sell |
-3,838
| Closed | -$349K | – | 570 |
|
|
2019
Q2 | $349K | Buy |
+3,838
| New | +$349K | 0.04% | 364 |
|