SWA
Stratos Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,230
| Closed | -$1.16M | – | 763 |
|
|
2024
Q4 | $1.16M | Buy |
+14,230
| New | +$1.16M | 0.06% | 306 |
|
|
2022
Q1 | – | Sell |
-1,904
| Closed | -$350K | – | 588 |
|
|
2021
Q4 | $350K | Buy |
1,904
+108
| +6% | +$19.9K | 0.03% | 438 |
|
|
2021
Q3 | $470K | Sell |
1,796
-14
| -0.8% | -$3.66K | 0.04% | 374 |
|
|
2021
Q2 | $701K | Buy |
1,810
+423
| +30% | +$164K | 0.06% | 294 |
|
|
2021
Q1 | $446K | Sell |
1,387
-133
| -9% | -$42.8K | 0.05% | 327 |
|
|
2020
Q4 | $513K | Buy |
1,520
+184
| +14% | +$62.1K | 0.07% | 246 |
|
|
2020
Q3 | $628K | Sell |
1,336
-35
| -3% | -$16.5K | 0.15% | 149 |
|
|
2020
Q2 | $348K | Buy |
+1,371
| New | +$348K | 0.11% | 189 |
|