Rockefeller Capital Management’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 |
-12,434
| Closed | -$1.01M | – | 1747 |
|
|
2024
Q4 | $1.01M | Sell |
12,434
-2,522
| -17% | -$206K | ﹤0.01% | 1243 |
|
|
2024
Q3 | $1.04M | Sell |
14,956
-193,536
| -93% | -$13.5M | ﹤0.01% | 1212 |
|
|
2024
Q2 | $12.3M | Buy |
208,492
+197,940
| +1,876% | +$11.7M | 0.04% | 445 |
|
|
2024
Q1 | $690K | Sell |
10,552
-1,694
| -14% | -$111K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $881K | Sell |
12,246
-1,512
| -11% | -$109K | ﹤0.01% | 1189 |
|
|
2023
Q3 | $962K | Sell |
13,758
-2,086
| -13% | -$146K | ﹤0.01% | 1091 |
|
|
2023
Q2 | $1.08M | Buy |
15,844
+1,663
| +12% | +$113K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $1.05M | Sell |
14,181
-671
| -5% | -$49.5K | ﹤0.01% | 1056 |
|
|
2022
Q4 | $1.01M | Sell |
14,852
-2,901
| -16% | -$196K | 0.01% | 1004 |
|
|
2022
Q3 | $1.31M | Buy |
17,753
+2,113
| +14% | +$155K | 0.01% | 920 |
|
|
2022
Q2 | $1.69M | Buy |
15,640
+1,691
| +12% | +$183K | 0.01% | 819 |
|
|
2022
Q1 | $1.63M | Buy |
13,949
+4,433
| +47% | +$519K | 0.01% | 871 |
|
|
2021
Q4 | $1.75M | Buy |
9,516
+487
| +5% | +$89.5K | 0.01% | 852 |
|
|
2021
Q3 | $2.36M | Buy |
9,029
+607
| +7% | +$159K | 0.01% | 711 |
|
|
2021
Q2 | $3.26M | Sell |
8,422
-1,013
| -11% | -$392K | 0.02% | 582 |
|
|
2021
Q1 | $3.03M | Buy |
9,435
+855
| +10% | +$275K | 0.02% | 475 |
|
|
2020
Q4 | $2.89M | Buy |
8,580
+4,469
| +109% | +$1.51M | 0.02% | 434 |
|
|
2020
Q3 | $1.93M | Buy |
4,111
+685
| +20% | +$322K | 0.02% | 432 |
|
|
2020
Q2 | $869K | Sell |
3,426
-2,822
| -45% | -$716K | 0.01% | 572 |
|
|
2020
Q1 | $913K | Buy |
6,248
+4,248
| +212% | +$621K | 0.01% | 497 |
|
|
2019
Q4 | $136K | Buy |
+2,000
| New | +$136K | ﹤0.01% | 873 |
|