Steward Partners Investment Advisory’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.6K | Sell |
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|
2025
Q2 | $76.6K | Hold |
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|
2025
Q1 | $72.4K | Sell |
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|
2024
Q4 | $96.4K | Sell |
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|
2024
Q3 | $91.4K | Sell |
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|
2024
Q2 | $82.3K | Sell |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | $164K | Buy |
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|
2023
Q2 | $155K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $131K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $2.05M | Sell |
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|
2021
Q2 | $5.68M | Buy |
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|
2021
Q1 | $3.17M | Buy |
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|
2020
Q4 | $3M | Sell |
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|
2020
Q3 | $4.9M | Sell |
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|
2020
Q2 | $2.91M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | $47K | Sell |
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|
2019
Q2 | $657K | Buy |
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