Spire Wealth Management’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.7K Sell
470
-926
-66% -$72.2K ﹤0.01% 1308
2025
Q1
$103K Buy
1,396
+1,268
+991% +$93.5K ﹤0.01% 1023
2024
Q4
$10.4K Buy
+128
New +$10.4K ﹤0.01% 1818
2022
Q2
Sell
-5,508
Closed -$646K 2852
2022
Q1
$646K Sell
5,508
-3,145
-36% -$369K 0.02% 499
2021
Q4
$1.59M Buy
8,653
+836
+11% +$154K 0.04% 346
2021
Q3
$2.04M Sell
7,817
-732
-9% -$191K 0.05% 278
2021
Q2
$3.31M Sell
8,549
-1,809
-17% -$700K 0.09% 208
2021
Q1
$3.32M Buy
+10,358
New +$3.32M 0.09% 205