SVB Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-799
| Closed | -$58.9K | – | 1668 |
|
|
2025
Q1 | $58.9K | Buy |
+799
| New | +$58.9K | ﹤0.01% | 496 |
|
|
2023
Q1 | – | Sell |
-8,952
| Closed | -$606K | – | 1083 |
|
|
2022
Q4 | $606K | Sell |
8,952
-2,228
| -20% | -$151K | 0.01% | 512 |
|
|
2022
Q3 | $823K | Buy |
+11,180
| New | +$823K | 0.01% | 407 |
|
|
2021
Q4 | – | Sell |
-809
| Closed | -$212K | – | 963 |
|
|
2021
Q3 | $212K | Sell |
809
-123
| -13% | -$32.2K | ﹤0.01% | 895 |
|
|
2021
Q2 | $361K | Buy |
932
+249
| +36% | +$96.4K | ﹤0.01% | 678 |
|
|
2021
Q1 | $219K | Buy |
683
+3
| +0.4% | +$962 | ﹤0.01% | 808 |
|
|
2020
Q4 | $229K | Buy |
680
+201
| +42% | +$67.7K | ﹤0.01% | 707 |
|
|
2020
Q3 | $225K | Buy |
+479
| New | +$225K | ﹤0.01% | 603 |
|