SOA Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Sell |
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|
2025
Q1 | $8.41K | Buy |
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|
2024
Q4 | $1.14K | Hold |
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|
2024
Q3 | $976 | Hold |
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|
2024
Q2 | $829 | Hold |
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|
2024
Q1 | $915 | Hold |
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|
2023
Q4 | $1.01K | Hold |
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|
2023
Q3 | $979 | Hold |
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|
2023
Q2 | $950 | Hold |
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|
2023
Q1 | $1.03K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $54K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $6K | Buy |
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