Simon Quick 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 | $661K | Buy |
8,480
+4,778
| +129% | +$373K | 0.03% | 349 |
|
|
2025
Q1 | $273K | Sell |
3,702
-215
| -5% | -$15.9K | 0.02% | 464 |
|
|
2024
Q4 | $320K | Buy |
+3,917
| New | +$320K | 0.02% | 344 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$5K | – | 561 |
|
|
2020
Q3 | $5K | Buy |
+11
| New | +$5K | ﹤0.01% | 374 |
|