Shelton 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
Q2 | $16.8M | Buy |
215,500
+180,700
| +519% | +$14.1M | 0.39% | 55 |
|
|
2025
Q1 | $2.57M | Buy |
+34,800
| New | +$2.57M | 0.06% | 210 |
|
|
2023
Q4 | – | Sell |
-26,250
| Closed | -$1.84M | – | 772 |
|
|
2023
Q3 | $1.84M | Buy |
26,250
+6,036
| +30% | +$422K | 0.07% | 236 |
|
|
2023
Q2 | $1.37M | Buy |
20,214
+838
| +4% | +$56.9K | 0.05% | 248 |
|
|
2023
Q1 | $1.43M | Sell |
19,376
-2,755
| -12% | -$203K | 0.06% | 221 |
|
|
2022
Q4 | $1.5M | Hold |
22,131
| – | – | 0.16% | 179 |
|
|
2022
Q3 | $1.63M | Buy |
22,131
+1,063
| +5% | +$78.2K | 0.08% | 211 |
|
|
2022
Q2 | $2.28M | Hold |
21,068
| – | – | 0.1% | 197 |
|
|
2022
Q1 | $2.47M | Buy |
21,068
+895
| +4% | +$105K | 0.09% | 208 |
|
|
2021
Q4 | $3.71M | Buy |
20,173
+141
| +0.7% | +$25.9K | 0.13% | 166 |
|
|
2021
Q3 | $5.24M | Buy |
20,032
+358
| +2% | +$93.6K | 0.2% | 107 |
|
|
2021
Q2 | $7.61M | Buy |
19,674
+3,269
| +20% | +$1.27M | 0.29% | 76 |
|
|
2021
Q1 | $5.27M | Buy |
16,405
+2,949
| +22% | +$948K | 0.18% | 121 |
|
|
2020
Q4 | $4.54M | Buy |
13,456
+457
| +4% | +$154K | 0.2% | 101 |
|
|
2020
Q3 | $6.11M | Buy |
12,999
+4,188
| +48% | +$1.97M | 0.25% | 79 |
|
|
2020
Q2 | $2.23M | Buy |
+8,811
| New | +$2.23M | 0.12% | 160 |
|