SWA
SOA Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Sell |
14
-100
| -88% | -$7.8K | ﹤0.01% | 748 |
|
|
2025
Q1 | $8.41K | Buy |
114
+100
| +714% | +$7.38K | ﹤0.01% | 575 |
|
|
2024
Q4 | $1.14K | Hold |
14
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $976 | Hold |
14
| – | – | ﹤0.01% | 717 |
|
|
2024
Q2 | $829 | Hold |
14
| – | – | ﹤0.01% | 736 |
|
|
2024
Q1 | $915 | Hold |
14
| – | – | ﹤0.01% | 771 |
|
|
2023
Q4 | $1.01K | Hold |
14
| – | – | ﹤0.01% | 754 |
|
|
2023
Q3 | $979 | Hold |
14
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $950 | Hold |
14
| – | – | ﹤0.01% | 786 |
|
|
2023
Q1 | $1.03K | Buy |
+14
| New | +$1.03K | ﹤0.01% | 787 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1020 |
|
|
2022
Q3 | $1K | Sell |
14
-30
| -68% | -$2.14K | ﹤0.01% | 805 |
|
|
2022
Q2 | $4K | Sell |
44
-423
| -91% | -$38.5K | ﹤0.01% | 628 |
|
|
2022
Q1 | $54K | Sell |
467
-64
| -12% | -$7.4K | 0.01% | 302 |
|
|
2021
Q4 | $101K | Sell |
531
-5,110
| -91% | -$972K | 0.02% | 216 |
|
|
2021
Q3 | $1.48M | Sell |
5,641
-213
| -4% | -$55.7K | 0.38% | 56 |
|
|
2021
Q2 | $2.27M | Buy |
5,854
+930
| +19% | +$360K | 0.58% | 43 |
|
|
2021
Q1 | $1.58M | Buy |
4,924
+4,910
| +35,071% | +$1.58M | 0.44% | 53 |
|
|
2020
Q4 | $6K | Buy |
+14
| New | +$6K | ﹤0.01% | 597 |
|