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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167K | Buy |
2,080
+663
| +47% | +$55.5K | ﹤0.01% | 2103 |
|
|
2025
Q4 | $122K | Buy |
1,417
+670
| +90% | +$56.4K | ﹤0.01% | 2181 |
|
|
2025
Q3 | $61.6K | Sell |
747
-235
| -24% | -$18.3K | ﹤0.01% | 2501 |
|
|
2025
Q2 | $76.6K | Hold |
982
| – | – | ﹤0.01% | 2262 |
|
|
2025
Q1 | $72.4K | Sell |
982
-199
| -17% | -$15.9K | ﹤0.01% | 2196 |
|
|
2024
Q4 | $96.4K | Sell |
1,181
-129
| -10% | -$10.1K | ﹤0.01% | 2008 |
|
|
2024
Q3 | $91.4K | Sell |
1,310
-81
| -6% | -$5.06K | ﹤0.01% | 1922 |
|
|
2024
Q2 | $82.3K | Sell |
1,391
-268
| -16% | -$16.5K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $108K | Sell |
1,659
-1,160
| -41% | -$77.3K | ﹤0.01% | 1725 |
|
|
2023
Q4 | $203K | Buy |
2,819
+477
| +20% | +$31.5K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $164K | Buy |
2,342
+65
| +3% | +$4.51K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $155K | Sell |
2,277
-452
| -17% | -$30.2K | ﹤0.01% | 1388 |
|
|
2023
Q1 | $202K | Buy |
2,729
+788
| +41% | +$56.8K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $131K | Sell |
1,941
-1,247
| -39% | -$94.7K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $235K | Buy |
3,188
+6
| +0.2% | +$571 | ﹤0.01% | 1138 |
|
|
2022
Q2 | $344K | Sell |
3,182
-305
| -9% | -$32.2K | 0.01% | 982 |
|
|
2022
Q1 | $409K | Sell |
3,487
-3,105
| -47% | -$422K | 0.01% | 995 |
|
|
2021
Q4 | $1.21M | Sell |
6,592
-1,241
| -16% | -$292K | 0.02% | 634 |
|
|
2021
Q3 | $2.05M | Sell |
7,833
-6,838
| -47% | -$2.31M | 0.04% | 453 |
|
|
2021
Q2 | $5.68M | Buy |
14,671
+4,811
| +49% | +$1.6M | 0.1% | 217 |
|
|
2021
Q1 | $3.17M | Buy |
9,860
+961
| +11% | +$354K | 0.06% | 331 |
|
|
2020
Q4 | $3M | Sell |
8,899
-1,516
| -15% | -$676K | 0.07% | 292 |
|
|
2020
Q3 | $4.9M | Sell |
10,415
-1,053
| -9% | -$337K | 0.12% | 180 |
|
|
2020
Q2 | $2.91M | Sell |
11,468
-824
| -7% | -$148K | 0.08% | 238 |
|
|
2020
Q1 | $1.8M | Buy |
12,292
+10,367
| +539% | +$1.02M | 0.07% | 276 |
|
|
2019
Q4 | $130K | Buy |
1,925
+1,300
| +208% | +$89.5K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $47K | Sell |
625
-6,775
| -92% | -$610K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $657K | Buy |
+7,400
| New | +$609K | 0.02% | 493 |
|
Other funds holding ZM
VPM
VCM
