Summit Securities Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
10,000
-2,277
| -19% | -$178K | 0.15% | 55 |
|
|
2025
Q1 | $906K | Sell |
12,277
-8,223
| -40% | -$607K | 0.14% | 32 |
|
|
2024
Q4 | $1.67M | Buy |
20,500
+19,885
| +3,233% | +$1.62M | 0.34% | 22 |
|
|
2024
Q3 | $43K | Buy |
+615
| New | +$43K | 0.01% | 144 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$2K | – | 750 |
|
|
2023
Q3 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 357 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1143 |
|
|
2022
Q4 | – | Sell |
-622
| Closed | -$46K | – | 1160 |
|
|
2022
Q3 | $46K | Buy |
+622
| New | +$46K | ﹤0.01% | 440 |
|
|
2022
Q2 | – | Sell |
-997
| Closed | -$117K | – | 974 |
|
|
2022
Q1 | $117K | Buy |
+997
| New | +$117K | 0.01% | 307 |
|
|
2021
Q4 | – | Sell |
-7,080
| Closed | -$1.85M | – | 550 |
|
|
2021
Q3 | $1.85M | Buy |
+7,080
| New | +$1.85M | 0.14% | 72 |
|