Sound Income Strategies’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.3K | Buy |
413
+2
| +0.5% | +$168 | ﹤0.01% | 976 |
|
|
2025
Q4 | $33.3K | Buy |
411
+200
| +95% | +$16.8K | ﹤0.01% | 944 |
|
|
2025
Q3 | $17.4K | Hold |
211
| – | – | ﹤0.01% | 844 |
|
|
2025
Q2 | $16.5K | Hold |
211
| – | – | ﹤0.01% | 802 |
|
|
2025
Q1 | $15.6K | Hold |
211
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $17.2K | Hold |
211
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $14.7K | Hold |
211
| – | – | ﹤0.01% | 703 |
|
|
2024
Q2 | $12.5K | Hold |
211
| – | – | ﹤0.01% | 734 |
|
|
2024
Q1 | $13.8K | Hold |
211
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $15.2K | Sell |
211
-30
| -12% | -$1.98K | ﹤0.01% | 642 |
|
|
2023
Q3 | $16.9K | Hold |
241
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $16.4K | Sell |
241
-45
| -16% | -$3.01K | ﹤0.01% | 469 |
|
|
2023
Q1 | $21.1K | Sell |
286
-3
| -1% | -$216 | ﹤0.01% | 416 |
|
|
2022
Q4 | $19.6K | Hold |
289
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $21K | Sell |
289
-5
| -2% | -$476 | ﹤0.01% | 355 |
|
|
2022
Q2 | $32K | Hold |
294
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $34K | Buy |
294
+3
| +1% | +$408 | ﹤0.01% | 280 |
|
|
2021
Q4 | $54K | Hold |
291
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $76K | Buy |
+291
| New | +$98.1K | 0.01% | 190 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$6.43K | – | 1072 |
|
|
2021
Q1 | $6.43K | Hold |
20
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 540 |
|
|
2020
Q3 | $9K | Hold |
20
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 516 |
|
|
2020
Q1 | $3K | Buy |
+20
| New | +$1.97K | ﹤0.01% | 548 |
|
Other funds holding ZM
VPM
VCM
