Smith Graham & Co Investment Advisors’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$5.48M Buy
76,204
+17,359
+29% +$1.25M 0.63% 70
2023
Q3
$4.12M Sell
58,845
-508
-0.9% -$35.5K 0.51% 100
2023
Q2
$4.03M Buy
59,353
+5,739
+11% +$390K 0.49% 100
2023
Q1
$3.96M Buy
+53,614
New +$3.96M 0.48% 100