Rockbridge Investment Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$720 | – | 656 |
|
|
2023
Q4 | $720 | Buy |
+10
| New | +$720 | ﹤0.01% | 600 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$8.64K | – | 613 |
|
|
2022
Q2 | $8.64K | Sell |
80
-24
| -23% | -$2.59K | ﹤0.01% | 382 |
|
|
2022
Q1 | $12.3K | Buy |
104
+3
| +3% | +$354 | ﹤0.01% | 484 |
|
|
2021
Q4 | $19K | Sell |
101
-16
| -14% | -$3.01K | ﹤0.01% | 488 |
|
|
2021
Q3 | $31K | Sell |
117
-1
| -0.8% | -$265 | 0.01% | 382 |
|
|
2021
Q2 | $46K | Sell |
118
-1
| -0.8% | -$390 | 0.01% | 327 |
|
|
2021
Q1 | $38K | Buy |
119
+9
| +8% | +$2.87K | 0.01% | 329 |
|
|
2020
Q4 | $37K | Hold |
110
| – | – | 0.01% | 328 |
|
|
2020
Q3 | $52K | Buy |
110
+86
| +358% | +$40.7K | 0.01% | 265 |
|
|
2020
Q2 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 488 |
|