Synergy Financial Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Sell |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $444K | Buy |
|
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|
2024
Q3 | $361K | Hold |
|
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|
2024
Q2 | $306K | Buy |
|
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|
2024
Q1 | $313K | Buy |
|
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|
2023
Q4 | $321K | Sell |
|
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $391K | Hold |
|
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $2.11M | Buy |
|