Stratos Wealth Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,643
| Closed | -$216K | – | 1515 |
|
|
2024
Q4 | $216K | Sell |
2,643
-366
| -12% | -$29.9K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $210K | Sell |
3,009
-554
| -16% | -$38.6K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $211K | Sell |
3,563
-166
| -4% | -$9.83K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $244K | Sell |
3,729
-264
| -7% | -$17.3K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $287K | Sell |
3,993
-325
| -8% | -$23.4K | 0.01% | 1100 |
|
|
2023
Q3 | $302K | Buy |
+4,318
| New | +$302K | 0.01% | 1007 |
|
|
2022
Q4 | – | Sell |
-3,169
| Closed | -$233K | – | 1192 |
|
|
2022
Q3 | $233K | Sell |
3,169
-632
| -17% | -$46.5K | 0.01% | 968 |
|
|
2022
Q2 | $410K | Sell |
3,801
-399
| -10% | -$43K | 0.01% | 809 |
|
|
2022
Q1 | $492K | Buy |
4,200
+1
| +0% | +$117 | 0.01% | 821 |
|
|
2021
Q4 | $772K | Sell |
4,199
-708
| -14% | -$130K | 0.02% | 649 |
|
|
2021
Q3 | $1.28M | Sell |
4,907
-66
| -1% | -$17.3K | 0.03% | 446 |
|
|
2021
Q2 | $1.93M | Sell |
4,973
-298
| -6% | -$115K | 0.05% | 354 |
|
|
2021
Q1 | $1.69M | Sell |
5,271
-357
| -6% | -$115K | 0.05% | 351 |
|
|
2020
Q4 | $1.9M | Sell |
5,628
-828
| -13% | -$279K | 0.06% | 276 |
|
|
2020
Q3 | $3.04M | Buy |
6,456
+1,303
| +25% | +$613K | 0.1% | 212 |
|
|
2020
Q2 | $1.31M | Sell |
5,153
-4,808
| -48% | -$1.22M | 0.05% | 328 |
|
|
2020
Q1 | $1.46M | Buy |
+9,961
| New | +$1.46M | 0.07% | 257 |
|
|
2019
Q4 | – | Sell |
-3,278
| Closed | -$250K | – | 1012 |
|
|
2019
Q3 | $250K | Buy |
+3,278
| New | +$250K | 0.01% | 790 |
|