Rise Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24K | Hold |
80
| – | – | ﹤0.01% | 1146 |
|
|
2025
Q1 | $5.9K | Sell |
80
-2
| -2% | -$148 | ﹤0.01% | 1151 |
|
|
2024
Q4 | $6.73K | Sell |
82
-67
| -45% | -$5.5K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $10.4K | Sell |
149
-25
| -14% | -$1.74K | 0.01% | 1001 |
|
|
2024
Q2 | $10.3K | Sell |
174
-11
| -6% | -$651 | 0.01% | 1010 |
|
|
2024
Q1 | $12.1K | Sell |
185
-27
| -13% | -$1.77K | 0.01% | 996 |
|
|
2023
Q4 | $15.2K | Sell |
212
-10
| -5% | -$719 | 0.01% | 277 |
|
|
2023
Q3 | $15.5K | Sell |
222
-24
| -10% | -$1.68K | 0.01% | 259 |
|
|
2023
Q2 | $16.7K | Hold |
246
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $18.2K | Sell |
246
-10
| -4% | -$738 | 0.01% | 265 |
|
|
2022
Q4 | $17.3K | Hold |
256
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $19K | Buy |
256
+15
| +6% | +$1.11K | 0.02% | 259 |
|
|
2022
Q2 | $26K | Hold |
241
| – | – | 0.03% | 206 |
|
|
2022
Q1 | $28K | Buy |
241
+97
| +67% | +$11.3K | 0.03% | 213 |
|
|
2021
Q4 | $26.5K | Buy |
+144
| New | +$26.5K | 0.03% | 213 |
|