Synergy Financial 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 | $572K | Sell |
7,332
-166
| -2% | -$12.9K | 0.42% | 44 |
|
|
2025
Q1 | $553K | Buy |
7,498
+2,061
| +38% | +$152K | 0.5% | 46 |
|
|
2024
Q4 | $444K | Buy |
5,437
+263
| +5% | +$21.5K | 0.37% | 52 |
|
|
2024
Q3 | $361K | Hold |
5,174
| – | – | 0.34% | 53 |
|
|
2024
Q2 | $306K | Buy |
5,174
+384
| +8% | +$22.7K | 0.32% | 58 |
|
|
2024
Q1 | $313K | Buy |
4,790
+329
| +7% | +$21.5K | 0.35% | 59 |
|
|
2023
Q4 | $321K | Sell |
4,461
-1,400
| -24% | -$101K | 0.39% | 58 |
|
|
2023
Q3 | $410K | Buy |
5,861
+106
| +2% | +$7.41K | 0.57% | 40 |
|
|
2023
Q2 | $391K | Hold |
5,755
| – | – | 0.53% | 44 |
|
|
2023
Q1 | $425K | Hold |
5,755
| – | – | 0.69% | 36 |
|
|
2022
Q4 | $390K | Sell |
5,755
-8,105
| -58% | -$549K | 0.77% | 35 |
|
|
2022
Q3 | $1.02M | Buy |
13,860
+610
| +5% | +$44.9K | 1.53% | 18 |
|
|
2022
Q2 | $1.43M | Buy |
13,250
+454
| +4% | +$49K | 2.24% | 11 |
|
|
2022
Q1 | $1.5M | Buy |
12,796
+1,308
| +11% | +$153K | 1.58% | 15 |
|
|
2021
Q4 | $2.11M | Buy |
+11,488
| New | +$2.11M | 1.9% | 12 |
|