SAM
SP Asset Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$245K | – | 131 |
|
|
2024
Q4 | $245K | Hold |
3,000
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $209K | Buy |
+3,000
| New | +$209K | 0.02% | 126 |
|
|
2024
Q2 | – | Sell |
-4,450
| Closed | -$291K | – | 134 |
|
|
2024
Q1 | $291K | Hold |
4,450
| – | – | 0.03% | 101 |
|
|
2023
Q4 | $320K | Hold |
4,450
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $311K | Buy |
4,450
+400
| +10% | +$28K | 0.04% | 96 |
|
|
2023
Q2 | $275K | Hold |
4,050
| – | – | 0.03% | 100 |
|
|
2023
Q1 | $299K | Hold |
4,050
| – | – | 0.04% | 96 |
|
|
2022
Q4 | $274K | Buy |
4,050
+100
| +3% | +$6.77K | 0.04% | 98 |
|
|
2022
Q3 | $291K | Buy |
3,950
+1,700
| +76% | +$125K | 0.04% | 98 |
|
|
2022
Q2 | $243K | Buy |
+2,250
| New | +$243K | 0.03% | 104 |
|