Summit Trail Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
15,694
+3,102
| +25% | +$242K | 0.02% | 400 |
|
|
2025
Q1 | $929K | Buy |
12,592
+6,597
| +110% | +$487K | 0.03% | 169 |
|
|
2024
Q4 | $489K | Buy |
+5,995
| New | +$489K | 0.02% | 221 |
|
|
2021
Q4 | – | Sell |
-936
| Closed | -$245K | – | 317 |
|
|
2021
Q3 | $245K | Buy |
936
+394
| +73% | +$103K | 0.02% | 226 |
|
|
2021
Q2 | $210K | Sell |
542
-315
| -37% | -$122K | 0.02% | 202 |
|
|
2021
Q1 | $275K | Hold |
857
| – | – | 0.03% | 162 |
|
|
2020
Q4 | $289K | Buy |
+857
| New | +$289K | 0.04% | 155 |
|
|
2020
Q3 | – | Sell |
-852
| Closed | -$216K | – | 248 |
|
|
2020
Q2 | $216K | Buy |
+852
| New | +$216K | 0.04% | 145 |
|