Sequoia Financial 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 | $381K | Buy |
+4,888
| New | +$381K | ﹤0.01% | 1129 |
|
|
2022
Q3 | – | Sell |
-1,886
| Closed | -$204K | – | 598 |
|
|
2022
Q2 | $204K | Buy |
+1,886
| New | +$204K | 0.01% | 544 |
|
|
2021
Q3 | – | Sell |
-601
| Closed | -$233K | – | 473 |
|
|
2021
Q2 | $233K | Buy |
+601
| New | +$233K | 0.01% | 426 |
|
|
2020
Q4 | – | Sell |
-814
| Closed | -$383K | – | 433 |
|
|
2020
Q3 | $383K | Buy |
+814
| New | +$383K | 0.02% | 261 |
|