SteelPeak Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,434
| Closed | -$201K | – | 661 |
|
|
2025
Q3 | $201K | Sell |
2,434
-756
| -24% | -$59K | 0.01% | 539 |
|
|
2025
Q2 | $249K | Sell |
3,190
-354
| -10% | -$27.4K | 0.01% | 447 |
|
|
2025
Q1 | $261K | Buy |
+3,544
| New | +$282K | 0.01% | 443 |
|
|
2024
Q3 | – | Sell |
-6,937
| Closed | -$411K | – | 616 |
|
|
2024
Q2 | $411K | Sell |
6,937
-8,893
| -56% | -$546K | 0.02% | 340 |
|
|
2024
Q1 | $1.03M | Buy |
15,830
+10,364
| +190% | +$691K | 0.05% | 213 |
|
|
2023
Q4 | $393K | Sell |
5,466
-135
| -2% | -$8.93K | 0.02% | 308 |
|
|
2023
Q3 | $392K | Sell |
5,601
-6,441
| -53% | -$447K | 0.02% | 287 |
|
|
2023
Q2 | $817K | Buy |
12,042
+1,740
| +17% | +$116K | 0.05% | 198 |
|
|
2023
Q1 | $761K | Buy |
10,302
+2,532
| +33% | +$182K | 0.05% | 185 |
|
|
2022
Q4 | $526K | Sell |
7,770
-1,933
| -20% | -$147K | 0.04% | 236 |
|
|
2022
Q3 | $714K | Sell |
9,703
-5,130
| -35% | -$488K | 0.05% | 194 |
|
|
2022
Q2 | $1.6M | Sell |
14,833
-821
| -5% | -$86.6K | 0.12% | 126 |
|
|
2022
Q1 | $1.83M | Buy |
15,654
+9,515
| +155% | +$1.29M | 0.11% | 128 |
|
|
2021
Q4 | $1.13M | Buy |
6,139
+984
| +19% | +$231K | 0.07% | 168 |
|
|
2021
Q3 | $1.35M | Buy |
5,155
+3,153
| +157% | +$1.06M | 0.09% | 135 |
|
|
2021
Q2 | $775K | Buy |
2,002
+324
| +19% | +$108K | 0.06% | 200 |
|
|
2021
Q1 | $539K | Sell |
1,678
-4,725
| -74% | -$1.74M | 0.04% | 224 |
|
|
2020
Q4 | $2.16M | Buy |
6,403
+5,633
| +732% | +$2.51M | 0.2% | 95 |
|
|
2020
Q3 | $362K | Buy |
+770
| New | +$246K | 0.04% | 196 |
|
Other funds holding ZM
