Summit Trail Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.11M | Buy |
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|
2025
Q3 | $2.51M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $929K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $216K | Buy |
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