Summit Global Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
17,529
-33,206
| -65% | -$2.59M | 0.08% | 145 |
|
|
2025
Q1 | $3.74M | Sell |
50,735
-3,093
| -6% | -$228K | 0.27% | 60 |
|
|
2024
Q4 | $4.39M | Sell |
53,828
-1,240
| -2% | -$101K | 0.27% | 80 |
|
|
2024
Q3 | $3.84M | Buy |
55,068
+2,484
| +5% | +$173K | 0.24% | 81 |
|
|
2024
Q2 | $3.11M | Sell |
52,584
-7,435
| -12% | -$440K | 0.21% | 96 |
|
|
2024
Q1 | $3.92M | Buy |
60,019
+56,960
| +1,862% | +$3.72M | 0.29% | 77 |
|
|
2023
Q4 | $220K | Buy |
3,059
+147
| +5% | +$10.6K | 0.01% | 483 |
|
|
2023
Q3 | $204K | Buy |
+2,912
| New | +$204K | 0.01% | 483 |
|
|
2021
Q3 | – | Sell |
-4,160
| Closed | -$1.61M | – | 581 |
|
|
2021
Q2 | $1.61M | Buy |
+4,160
| New | +$1.61M | 0.1% | 161 |
|